KHC
Koesten Hirschmann & Crabtree’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 | $21.5M | Buy |
881,334
+3,458
| +0.4% | +$84.5K | 11.14% | 4 |
|
|
2025
Q1 | $19.4M | Buy |
877,876
+29,436
| +3% | +$650K | 11.12% | 4 |
|
|
2024
Q4 | $19.7M | Buy |
848,440
+565,611
| +200% | +$13.1M | 11.28% | 3 |
|
|
2024
Q3 | $19.2M | Sell |
282,829
-11,289
| -4% | -$766K | 11.18% | 4 |
|
|
2024
Q2 | $18.3M | Hold |
294,118
| – | – | 11.72% | 4 |
|
|
2024
Q1 | $18.3M | Sell |
294,118
-12,888
| -4% | -$800K | 11.72% | 4 |
|
|
2023
Q4 | $17.3M | Sell |
307,006
-5,974
| -2% | -$337K | 12.03% | 4 |
|
|
2023
Q3 | $15.8M | Sell |
312,980
-721
| -0.2% | -$36.5K | 12.41% | 4 |
|
|
2023
Q2 | $16.4M | Sell |
313,701
-1,894
| -0.6% | -$99.2K | 12.43% | 4 |
|
|
2023
Q1 | $15.3M | Buy |
315,595
+9,923
| +3% | +$480K | 11.73% | 4 |
|
|
2022
Q4 | $13.8M | Buy |
+305,672
| New | +$13.8M | 11.35% | 4 |
|