KWM
Kingsview Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
+16,355
| New | +$453K | 0.01% | 802 |
|
|
2020
Q2 | – | Sell |
-59,371
| Closed | -$2.63M | – | 597 |
|
|
2020
Q1 | $2.63M | Buy |
59,371
+7,466
| +14% | +$330K | 0.35% | 82 |
|
|
2019
Q4 | $3.12M | Buy |
51,905
+4,479
| +9% | +$269K | 0.39% | 76 |
|
|
2019
Q3 | $2.69M | Buy |
47,426
+7,914
| +20% | +$449K | 0.42% | 67 |
|
|
2019
Q2 | $2.22M | Buy |
39,512
+4,057
| +11% | +$228K | 0.37% | 74 |
|
|
2019
Q1 | $1.94M | Buy |
35,455
+3,409
| +11% | +$187K | 0.3% | 97 |
|
|
2018
Q4 | $1.58M | Buy |
32,046
+1,987
| +7% | +$98K | 0.34% | 92 |
|
|
2018
Q3 | $1.69M | Buy |
30,059
+3,477
| +13% | +$195K | 0.34% | 92 |
|
|
2018
Q2 | $1.41M | Buy |
26,582
+2,981
| +13% | +$158K | 0.34% | 97 |
|
|
2018
Q1 | $1.25M | Buy |
23,601
+2,538
| +12% | +$134K | 0.31% | 94 |
|
|
2017
Q4 | $1.15M | Buy |
21,063
+6,133
| +41% | +$335K | 0.41% | 66 |
|
|
2017
Q3 | $774K | Buy |
14,930
+5,925
| +66% | +$307K | 0.34% | 90 |
|
|
2017
Q2 | $452K | Buy |
9,005
+2,565
| +40% | +$129K | 0.23% | 134 |
|
|
2017
Q1 | $320K | Buy |
+6,440
| New | +$320K | 0.19% | 163 |
|