GPFA
Game Plan Financial Advisors’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 | $5.71M | Buy |
206,214
+83,900
| +69% | +$2.32M | 2.49% | 10 |
|
|
2025
Q1 | $2.7M | Sell |
122,314
-74,483
| -38% | -$1.64M | 1.31% | 27 |
|
|
2024
Q4 | $5.12M | Buy |
196,797
+155,063
| +372% | +$4.03M | 2.43% | 12 |
|
|
2024
Q3 | $2.83M | Buy |
41,734
+382
| +0.9% | +$25.9K | 1.37% | 26 |
|
|
2024
Q2 | $2.66M | Buy |
41,352
+1,426
| +4% | +$91.6K | 1.31% | 28 |
|
|
2024
Q1 | $2.48M | Sell |
39,926
-630
| -2% | -$39.1K | 1.25% | 27 |
|
|
2023
Q4 | $2.29M | Buy |
+40,556
| New | +$2.29M | 1.31% | 24 |
|
|
2022
Q4 | $1.51M | Hold |
33,444
| – | – | 1.24% | 31 |
|
|
2022
Q3 | $1.42M | Sell |
33,444
-478
| -1% | -$20.2K | 1.19% | 31 |
|
|
2022
Q2 | $1.51M | Sell |
33,922
-1,400
| -4% | -$62.2K | 1.21% | 29 |
|
|
2022
Q1 | $1.9M | Buy |
35,322
+16,679
| +89% | +$898K | 1.14% | 31 |
|
|
2021
Q4 | $2.12M | Buy |
18,643
+1,786
| +11% | +$203K | 1.14% | 36 |
|
|
2021
Q3 | $1.75M | Buy |
16,857
+835
| +5% | +$86.9K | 1.05% | 36 |
|
|
2021
Q2 | $1.67M | Sell |
16,022
-4,855
| -23% | -$505K | 0.99% | 37 |
|
|
2021
Q1 | $2.01M | Buy |
20,877
+72
| +0.3% | +$6.95K | 1.3% | 30 |
|
|
2020
Q4 | $1.89M | Buy |
20,805
+138
| +0.7% | +$12.6K | 1.34% | 28 |
|
|
2020
Q3 | $1.67M | Buy |
+20,667
| New | +$1.67M | 1.67% | 25 |
|
|
2020
Q2 | – | Sell |
-20,378
| Closed | -$1.25M | – | 87 |
|
|
2020
Q1 | $1.25M | Sell |
20,378
-753
| -4% | -$46.3K | 1.47% | 26 |
|
|
2019
Q4 | $1.62M | Buy |
+21,131
| New | +$1.62M | 1.52% | 27 |
|