GPFA
Game Plan Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
153,828
-24,321
| -14% | -$682K | 1.89% | 18 |
|
|
2025
Q1 | $4.67M | Buy |
178,149
+1,173
| +0.7% | +$30.7K | 2.27% | 14 |
|
|
2024
Q4 | $4.9M | Buy |
176,976
+122,096
| +222% | +$3.38M | 2.33% | 13 |
|
|
2024
Q3 | $4.56M | Buy |
54,880
+7,289
| +15% | +$606K | 2.21% | 13 |
|
|
2024
Q2 | $3.7M | Buy |
47,591
+107
| +0.2% | +$8.33K | 1.83% | 18 |
|
|
2024
Q1 | $3.87M | Buy |
47,484
+37
| +0.1% | +$3.01K | 1.96% | 16 |
|
|
2023
Q4 | $3.57M | Buy |
+47,447
| New | +$3.57M | 2.05% | 13 |
|
|
2022
Q4 | $2.33M | Sell |
35,577
-242
| -0.7% | -$15.9K | 1.92% | 21 |
|
|
2022
Q3 | $2.17M | Sell |
35,819
-2,043
| -5% | -$124K | 1.83% | 21 |
|
|
2022
Q2 | $2.37M | Sell |
37,862
-23,683
| -38% | -$1.48M | 1.9% | 18 |
|
|
2022
Q1 | $4.67M | Buy |
61,545
+782
| +1% | +$59.3K | 2.79% | 7 |
|
|
2021
Q4 | $4.89M | Buy |
60,763
+758
| +1% | +$61K | 2.61% | 8 |
|
|
2021
Q3 | $4.6M | Buy |
60,005
+720
| +1% | +$55.2K | 2.74% | 9 |
|
|
2021
Q2 | $4.64M | Sell |
59,285
-2,396
| -4% | -$188K | 2.76% | 8 |
|
|
2021
Q1 | $4.62M | Sell |
61,681
-1,024
| -2% | -$76.6K | 2.98% | 8 |
|
|
2020
Q4 | $4.29M | Buy |
62,705
+2,133
| +4% | +$146K | 3.05% | 8 |
|
|
2020
Q3 | $3.36M | Buy |
+60,572
| New | +$3.36M | 3.37% | 8 |
|
|
2020
Q2 | – | Sell |
-31,491
| Closed | -$1.32M | – | 85 |
|
|
2020
Q1 | $1.32M | Sell |
31,491
-412
| -1% | -$17.2K | 1.55% | 24 |
|
|
2019
Q4 | $1.92M | Buy |
+31,903
| New | +$1.92M | 1.8% | 20 |
|