Kingsview Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$453K Buy
2020
Q2
Sell
2020
Q1
$2.63M Buy
2019
Q4
$3.12M Buy
2019
Q3
$2.69M Buy
2019
Q2
$2.22M Buy
2019
Q1
$1.94M Buy
2018
Q4
$1.58M Buy
2018
Q3
$1.69M Buy
2018
Q2
$1.41M Buy
2018
Q1
$1.25M Buy
2017
Q4
$1.15M Buy
2017
Q3
$774K Buy
2017
Q2
$452K Buy
2017
Q1
$320K Buy