KWM
Kingsview Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
52,403
+5,429
| +12% | +$133K | 0.02% | 522 |
|
|
2025
Q1 | $1.04M | Sell |
46,974
-9,427
| -17% | -$208K | 0.02% | 531 |
|
|
2024
Q4 | $1.31M | Buy |
56,401
+33,992
| +152% | +$788K | 0.03% | 486 |
|
|
2024
Q3 | $1.52M | Buy |
22,409
+607
| +3% | +$41.2K | 0.03% | 440 |
|
|
2024
Q2 | $1.4M | Buy |
21,802
+25
| +0.1% | +$1.61K | 0.03% | 429 |
|
|
2024
Q1 | $1.35M | Buy |
21,777
+69
| +0.3% | +$4.28K | 0.03% | 426 |
|
|
2023
Q4 | $1.22M | Sell |
21,708
-521
| -2% | -$29.4K | 0.04% | 411 |
|
|
2023
Q3 | $1.12M | Buy |
22,229
+773
| +4% | +$39.1K | 0.04% | 407 |
|
|
2023
Q2 | $1.12M | Sell |
21,456
-885
| -4% | -$46.3K | 0.04% | 375 |
|
|
2023
Q1 | $1.08M | Sell |
22,341
-611
| -3% | -$29.6K | 0.05% | 378 |
|
|
2022
Q4 | $1.04M | Sell |
22,952
-559
| -2% | -$25.2K | 0.05% | 340 |
|
|
2022
Q3 | $996K | Buy |
23,511
+132
| +0.6% | +$5.59K | 0.05% | 330 |
|
|
2022
Q2 | $1.04M | Buy |
23,379
+3,902
| +20% | +$174K | 0.05% | 353 |
|
|
2022
Q1 | $1.05M | Buy |
19,477
+3,855
| +25% | +$208K | 0.05% | 378 |
|
|
2021
Q4 | $1.78M | Sell |
15,622
-251
| -2% | -$28.6K | 0.07% | 266 |
|
|
2021
Q3 | $1.65M | Buy |
15,873
+692
| +5% | +$72K | 0.08% | 260 |
|
|
2021
Q2 | $1.59M | Sell |
15,181
-290
| -2% | -$30.3K | 0.08% | 272 |
|
|
2021
Q1 | $1.5M | Buy |
15,471
+211
| +1% | +$20.5K | 0.09% | 244 |
|
|
2020
Q4 | $1.39M | Buy |
15,260
+188
| +1% | +$17.1K | 0.1% | 212 |
|
|
2020
Q3 | $1.22M | Sell |
15,072
-6,315
| -30% | -$509K | 0.11% | 199 |
|
|
2020
Q2 | $1.59M | Sell |
21,387
-350
| -2% | -$25.9K | 0.16% | 145 |
|
|
2020
Q1 | $1.33M | Buy |
21,737
+1,216
| +6% | +$74.5K | 0.18% | 144 |
|
|
2019
Q4 | $1.58M | Sell |
20,521
-4,294
| -17% | -$330K | 0.2% | 144 |
|
|
2019
Q3 | $1.76M | Buy |
24,815
+3,647
| +17% | +$259K | 0.28% | 106 |
|
|
2019
Q2 | $1.49M | Sell |
21,168
-2,940
| -12% | -$206K | 0.25% | 115 |
|
|
2019
Q1 | $1.63M | Buy |
24,108
+620
| +3% | +$41.9K | 0.25% | 114 |
|
|
2018
Q4 | $1.4M | Buy |
23,488
+1,677
| +8% | +$100K | 0.31% | 102 |
|
|
2018
Q3 | $1.52M | Buy |
21,811
+827
| +4% | +$57.5K | 0.31% | 100 |
|
|
2018
Q2 | $1.36M | Sell |
20,984
-766
| -4% | -$49.8K | 0.33% | 101 |
|
|
2018
Q1 | $1.37M | Buy |
21,750
+2,860
| +15% | +$180K | 0.34% | 85 |
|
|
2017
Q4 | $1.21M | Buy |
18,890
+786
| +4% | +$50.1K | 0.43% | 60 |
|
|
2017
Q3 | $1.09M | Sell |
18,104
-14,263
| -44% | -$856K | 0.48% | 55 |
|
|
2017
Q2 | $1.87M | Sell |
32,367
-20,101
| -38% | -$1.16M | 0.96% | 22 |
|
|
2017
Q1 | $2.95M | Buy |
+52,468
| New | +$2.95M | 1.75% | 6 |
|