GPFA
Game Plan Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
148,897
+2,055
| +1% | +$49K | 1.55% | 27 |
|
|
2025
Q1 | $3.16M | Sell |
146,842
-1,028
| -0.7% | -$22.1K | 1.53% | 22 |
|
|
2024
Q4 | $3.36M | Buy |
147,870
+96,615
| +188% | +$2.19M | 1.59% | 21 |
|
|
2024
Q3 | $3.41M | Buy |
51,255
+310
| +0.6% | +$20.6K | 1.65% | 22 |
|
|
2024
Q2 | $3.2M | Sell |
50,945
-261
| -0.5% | -$16.4K | 1.58% | 21 |
|
|
2024
Q1 | $3.13M | Sell |
51,206
-2,817
| -5% | -$172K | 1.58% | 21 |
|
|
2023
Q4 | $3.01M | Buy |
+54,023
| New | +$3.01M | 1.72% | 19 |
|
|
2022
Q4 | $2.49M | Sell |
55,557
-193
| -0.3% | -$8.65K | 2.05% | 18 |
|
|
2022
Q3 | $2.34M | Buy |
55,750
+1,845
| +3% | +$77.5K | 1.97% | 17 |
|
|
2022
Q2 | $2.37M | Sell |
53,905
-478
| -0.9% | -$21K | 1.9% | 17 |
|
|
2022
Q1 | $2.9M | Buy |
54,383
+26,747
| +97% | +$1.43M | 1.73% | 20 |
|
|
2021
Q4 | $3.12M | Buy |
27,636
+590
| +2% | +$66.7K | 1.67% | 19 |
|
|
2021
Q3 | $2.81M | Sell |
27,046
-754
| -3% | -$78.3K | 1.67% | 19 |
|
|
2021
Q2 | $2.9M | Sell |
27,800
-1,784
| -6% | -$186K | 1.73% | 20 |
|
|
2021
Q1 | $2.87M | Buy |
29,584
+310
| +1% | +$30.1K | 1.85% | 18 |
|
|
2020
Q4 | $2.66M | Sell |
29,274
-2,858
| -9% | -$260K | 1.89% | 16 |
|
|
2020
Q3 | $2.56M | Buy |
+32,132
| New | +$2.56M | 2.57% | 13 |
|
|
2020
Q2 | – | Sell |
-33,196
| Closed | -$2.01M | – | 82 |
|
|
2020
Q1 | $2.01M | Buy |
33,196
+1,004
| +3% | +$60.6K | 2.36% | 11 |
|
|
2019
Q4 | $2.48M | Buy |
+32,192
| New | +$2.48M | 2.32% | 14 |
|