KPP Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.46M Buy
2025
Q1
$3.2M Buy
2024
Q4
$2.92M Buy
2024
Q3
$2.83M Sell
2024
Q2
$2.61M Buy
2024
Q1
$2.43M Buy
2023
Q4
Sell
2023
Q3
$1.85M Buy