LMKC
SCHV

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,266
Closed -$645K – 293
2025
Q1 		$645K Buy
+24,266
New +$651K 0.17% 125

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L.M. Kohn & Company's SCHV Position: Q2 2025 in Review

L.M. Kohn & Company sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 24,266 shares — an estimated $645K sold.

L.M. Kohn & Company first reported a position in SCHV in Q1 2025 and held it in 1 quarter. The position peaked at $645K in Q1 2025. 880 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • L.M. Kohn & Company reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 24,266 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $645K.
  • L.M. Kohn & Company first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • L.M. Kohn & Company's Schwab US Large-Cap Value ETF position peaked at $645K in Q1 2025.
  • 880 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.