G
Gainplan’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 | $558K | Sell |
22,842
-13,837
| -38% | -$338K | 0.25% | 34 |
|
|
2025
Q1 | $810K | Buy |
36,679
+892
| +2% | +$19.7K | 0.52% | 26 |
|
|
2024
Q4 | $830K | Buy |
35,787
+21,849
| +157% | +$506K | 0.31% | 27 |
|
|
2024
Q3 | $896K | Hold |
13,938
| – | – | 0.42% | 29 |
|
|
2024
Q2 | $896K | Sell |
13,938
-170
| -1% | -$10.9K | 0.43% | 27 |
|
|
2024
Q1 | $876K | Buy |
14,108
+342
| +2% | +$21.2K | 0.42% | 23 |
|
|
2023
Q4 | $776K | Sell |
13,766
-614
| -4% | -$34.6K | 0.41% | 22 |
|
|
2023
Q3 | $728K | Sell |
14,380
-398
| -3% | -$20.1K | 1.01% | 22 |
|
|
2023
Q2 | $774K | Sell |
14,778
-543
| -4% | -$28.4K | 0.42% | 21 |
|
|
2023
Q1 | $741K | Sell |
15,321
-3,531
| -19% | -$171K | 0.47% | 21 |
|
|
2022
Q4 | $851K | Sell |
18,852
-590
| -3% | -$26.6K | 2.03% | 17 |
|
|
2022
Q3 | $823K | Sell |
19,442
-1,771
| -8% | -$75K | 0.86% | 15 |
|
|
2022
Q2 | $949K | Sell |
21,213
-1,138
| -5% | -$50.9K | 0.63% | 18 |
|
|
2022
Q1 | $1.2M | Buy |
22,351
+8,852
| +66% | +$477K | 0.92% | 18 |
|
|
2021
Q4 | $1.54M | Sell |
13,499
-243
| -2% | -$27.7K | 0.66% | 16 |
|
|
2021
Q3 | $1.43M | Sell |
13,742
-407
| -3% | -$42.4K | 0.63% | 16 |
|
|
2021
Q2 | $1.47M | Sell |
14,149
-651
| -4% | -$67.6K | 0.58% | 18 |
|
|
2021
Q1 | $1.42M | Sell |
14,800
-295
| -2% | -$28.3K | 0.63% | 15 |
|
|
2020
Q4 | $1.37M | Sell |
15,095
-1,004
| -6% | -$91.3K | 0.72% | 16 |
|
|
2020
Q3 | $1.3M | Sell |
16,099
-595
| -4% | -$48K | 1.9% | 10 |
|
|
2020
Q2 | $1.24M | Sell |
16,694
-772
| -4% | -$57.2K | 0.8% | 13 |
|
|
2020
Q1 | $1.07M | Sell |
17,466
-19,402
| -53% | -$1.19M | 1.2% | 9 |
|
|
2019
Q4 | $2.83M | Sell |
36,868
-19,581
| -35% | -$1.5M | 1.49% | 7 |
|
|
2019
Q3 | $4M | Buy |
56,449
+19,659
| +53% | +$1.39M | 2.4% | 4 |
|
|
2019
Q2 | $2.58M | Buy |
36,790
+23,250
| +172% | +$1.63M | 1.56% | 3 |
|
|
2019
Q1 | $915K | Buy |
+13,540
| New | +$915K | 1.04% | 8 |
|