KWA
Kingswood Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Buy |
816,618
+65,414
| +9% | +$1.91M | 1.88% | 7 |
|
|
2025
Q1 | $18.8M | Buy |
751,204
+13,483
| +2% | +$338K | 1.72% | 7 |
|
|
2024
Q4 | $20.6M | Buy |
737,721
+601,589
| +442% | +$16.8M | 1.54% | 9 |
|
|
2024
Q3 | $14.2M | Buy |
136,132
+83,804
| +160% | +$8.73M | 1.01% | 11 |
|
|
2024
Q2 | $5.28M | Buy |
52,328
+5,920
| +13% | +$597K | 0.48% | 34 |
|
|
2024
Q1 | $4.3M | Buy |
+46,408
| New | +$4.3M | 0.5% | 31 |
|
|
2023
Q4 | – | Sell |
-17,522
| Closed | -$1.27M | – | 666 |
|
|
2023
Q3 | $1.27M | Buy |
+17,522
| New | +$1.27M | 0.22% | 119 |
|