Game Plan Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Buy |
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|
2025
Q1 | $2.7M | Sell |
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|
2024
Q4 | $5.12M | Buy |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $2.29M | Buy |
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|
2022
Q4 | $1.51M | Hold |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.9M | Sell |
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|
2021
Q4 | $2.12M | Buy |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $1.89M | Buy |
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|
2020
Q3 | $1.67M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $1.62M | Buy |
|