KWA
Kingswood Wealth Advisors’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 | $531K | Buy |
21,726
+602
| +3% | +$14.7K | 0.04% | 393 |
|
|
2025
Q1 | $466K | Sell |
21,124
-6,040
| -22% | -$133K | 0.04% | 415 |
|
|
2024
Q4 | $630K | Buy |
27,164
+19,802
| +269% | +$459K | 0.05% | 377 |
|
|
2024
Q3 | $499K | Buy |
7,362
+1,373
| +23% | +$93.1K | 0.04% | 451 |
|
|
2024
Q2 | $385K | Buy |
5,989
+956
| +19% | +$61.4K | 0.03% | 452 |
|
|
2024
Q1 | $312K | Buy |
+5,033
| New | +$312K | 0.04% | 463 |
|
|
2023
Q4 | – | Sell |
-8,374
| Closed | -$424K | – | 667 |
|
|
2023
Q3 | $424K | Buy |
+8,374
| New | +$424K | 0.07% | 281 |
|