GPFA
Game Plan Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Sell |
123,983
-139,332
| -53% | -$3.41M | 1.32% | 30 |
|
|
2025
Q1 | $6.59M | Buy |
263,315
+140,651
| +115% | +$3.52M | 3.2% | 8 |
|
|
2024
Q4 | $2.85M | Buy |
122,664
+56,044
| +84% | +$1.3M | 1.35% | 28 |
|
|
2024
Q3 | $6.94M | Sell |
66,620
-588
| -0.9% | -$61.3K | 3.36% | 5 |
|
|
2024
Q2 | $6.78M | Buy |
67,208
+1,327
| +2% | +$134K | 3.34% | 5 |
|
|
2024
Q1 | $6.11M | Sell |
65,881
-1,180
| -2% | -$109K | 3.09% | 5 |
|
|
2023
Q4 | $5.56M | Buy |
+67,061
| New | +$5.56M | 3.19% | 5 |
|
|
2022
Q4 | $3.57M | Sell |
64,289
-89
| -0.1% | -$4.95K | 2.94% | 6 |
|
|
2022
Q3 | $3.59M | Sell |
64,378
-164
| -0.3% | -$9.15K | 3.03% | 7 |
|
|
2022
Q2 | $3.72M | Sell |
64,542
-1,107
| -2% | -$63.8K | 2.99% | 8 |
|
|
2022
Q1 | $4.91M | Buy |
65,649
+29,376
| +81% | +$2.2M | 2.93% | 5 |
|
|
2021
Q4 | $5.94M | Buy |
36,273
+65
| +0.2% | +$10.6K | 3.18% | 5 |
|
|
2021
Q3 | $5.36M | Sell |
36,208
-1,652
| -4% | -$245K | 3.2% | 6 |
|
|
2021
Q2 | $5.53M | Sell |
37,860
-1,451
| -4% | -$212K | 3.29% | 6 |
|
|
2021
Q1 | $5.13M | Sell |
39,311
-2,315
| -6% | -$302K | 3.31% | 5 |
|
|
2020
Q4 | $5.34M | Buy |
41,626
+5,246
| +14% | +$673K | 3.8% | 4 |
|
|
2020
Q3 | $4.19M | Buy |
+36,380
| New | +$4.19M | 4.2% | 5 |
|
|
2020
Q2 | – | Sell |
-50,841
| Closed | -$4.06M | – | 84 |
|
|
2020
Q1 | $4.06M | Buy |
50,841
+8,631
| +20% | +$689K | 4.78% | 3 |
|
|
2019
Q4 | $3.92M | Buy |
+42,210
| New | +$3.92M | 3.67% | 6 |
|