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Kingswood Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kingswood Wealth Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.55M Buy
128,255
+5,898
+5% +$163K 0.28% 81
2025
Q1 		$3.25M Sell
122,357
-281
-0.2% -$7.47K 0.3% 81
2024
Q4 		$3.2M Buy
+122,638
New +$3.2M 0.24% 90