LMKC
SCHV icon

L.M. Kohn & Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

L.M. Kohn & Company’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,266
Closed -$645K – 293
2025
Q1 		$645K Buy
+24,266
New +$645K 0.17% 125