Kowal Investment Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,208	Closed	-$247K	–	168
2022 Q4	$247K	Buy	+11,208	New	+$247K	0.07%	133
2022 Q3	–	Sell	-9,630	Closed	-$200K	–	153
2022 Q2	$200K	Buy	+9,630	New	+$200K	0.07%	137