KHC
Koesten Hirschmann & Crabtree’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
45,129
-503
| -1% | -$13.9K | 0.65% | 14 |
|
|
2025
Q1 | $1.21M | Sell |
45,632
-67
| -0.1% | -$1.78K | 0.7% | 14 |
|
|
2024
Q4 | $1.19M | Buy |
45,699
+29,923
| +190% | +$780K | 0.68% | 15 |
|
|
2024
Q3 | $1.27M | Sell |
15,776
-517
| -3% | -$41.6K | 0.74% | 14 |
|
|
2024
Q2 | $1.24M | Hold |
16,293
| – | – | 0.79% | 14 |
|
|
2024
Q1 | $1.24M | Sell |
16,293
-356
| -2% | -$27K | 0.79% | 14 |
|
|
2023
Q4 | $1.17M | Sell |
16,649
-515
| -3% | -$36.1K | 0.81% | 14 |
|
|
2023
Q3 | $1.11M | Sell |
17,164
-956
| -5% | -$61.6K | 0.87% | 14 |
|
|
2023
Q2 | $1.22M | Sell |
18,120
-127
| -0.7% | -$8.52K | 0.92% | 14 |
|
|
2023
Q1 | $1.2M | Sell |
18,247
-708
| -4% | -$46.4K | 0.92% | 14 |
|
|
2022
Q4 | $1.25M | Buy |
+18,955
| New | +$1.25M | 1.03% | 14 |
|