GC
Garde Capital’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 | $1.84M | Sell |
75,099
-1,171
| -2% | -$28.6K | 0.1% | 76 |
|
|
2025
Q1 | $1.68M | Sell |
76,270
-2,329
| -3% | -$51.4K | 0.09% | 81 |
|
|
2024
Q4 | $1.82M | Buy |
78,599
+52,476
| +201% | +$1.22M | 0.12% | 73 |
|
|
2024
Q3 | $1.77M | Sell |
26,123
-8,165
| -24% | -$554K | 0.12% | 72 |
|
|
2024
Q2 | $2.2M | Sell |
34,288
-501
| -1% | -$32.2K | 0.15% | 60 |
|
|
2024
Q1 | $2.16M | Sell |
34,789
-50
| -0.1% | -$3.1K | 0.15% | 60 |
|
|
2023
Q4 | $1.97M | Sell |
34,839
-57
| -0.2% | -$3.22K | 0.15% | 64 |
|
|
2023
Q3 | $1.77M | Sell |
34,896
-20
| -0.1% | -$1.01K | 0.15% | 62 |
|
|
2023
Q2 | $1.83M | Sell |
34,916
-5,959
| -15% | -$312K | 0.15% | 65 |
|
|
2023
Q1 | $1.98M | Buy |
40,875
+4
| +0% | +$193 | 0.22% | 56 |
|
|
2022
Q4 | $1.85M | Sell |
40,871
-218
| -0.5% | -$9.84K | 0.22% | 56 |
|
|
2022
Q3 | $1.74M | Hold |
41,089
| – | – | 0.23% | 55 |
|
|
2022
Q2 | $1.84M | Sell |
41,089
-286
| -0.7% | -$12.8K | 0.22% | 54 |
|
|
2022
Q1 | $2.23M | Buy |
41,375
+19,881
| +92% | +$1.07M | 0.23% | 56 |
|
|
2021
Q4 | $2.45M | Sell |
21,494
-782
| -4% | -$89K | 0.24% | 52 |
|
|
2021
Q3 | $2.32M | Sell |
22,276
-694
| -3% | -$72.2K | 0.24% | 49 |
|
|
2021
Q2 | $2.39M | Sell |
22,970
-417
| -2% | -$43.4K | 0.25% | 49 |
|
|
2021
Q1 | $2.25M | Sell |
23,387
-11,467
| -33% | -$1.1M | 0.26% | 49 |
|
|
2020
Q4 | $3.17M | Sell |
34,854
-1,139
| -3% | -$104K | 0.39% | 39 |
|
|
2020
Q3 | $2.9M | Sell |
35,993
-754
| -2% | -$60.8K | 0.44% | 38 |
|
|
2020
Q2 | $2.72M | Buy |
36,747
+653
| +2% | +$48.4K | 0.39% | 38 |
|
|
2020
Q1 | $2.21M | Buy |
36,094
+5,130
| +17% | +$314K | 0.39% | 39 |
|
|
2019
Q4 | $2.38M | Sell |
30,964
-2,467
| -7% | -$189K | 0.35% | 39 |
|
|
2019
Q3 | $2.37M | Buy |
33,431
+1,129
| +3% | +$80.1K | 0.37% | 39 |
|
|
2019
Q2 | $2.27M | Buy |
32,302
+1,622
| +5% | +$114K | 0.37% | 36 |
|
|
2019
Q1 | $2.07M | Sell |
30,680
-411
| -1% | -$27.8K | 0.36% | 36 |
|
|
2018
Q4 | $1.86M | Sell |
31,091
-111
| -0.4% | -$6.63K | 0.33% | 44 |
|
|
2018
Q3 | $2.04M | Buy |
31,202
+11,606
| +59% | +$757K | 0.34% | 39 |
|
|
2018
Q2 | $1.27M | Buy |
19,596
+7,595
| +63% | +$494K | 0.22% | 56 |
|
|
2018
Q1 | $757K | Buy |
12,001
+1,989
| +20% | +$125K | 0.14% | 84 |
|
|
2017
Q4 | $639K | Buy |
10,012
+595
| +6% | +$38K | 0.12% | 92 |
|
|
2017
Q3 | $565K | Buy |
9,417
+1,485
| +19% | +$89.1K | 0.11% | 99 |
|
|
2017
Q2 | $458K | Buy |
7,932
+482
| +6% | +$27.8K | 0.11% | 73 |
|
|
2017
Q1 | $419K | Buy |
7,450
+3,312
| +80% | +$186K | 0.11% | 71 |
|
|
2016
Q4 | $220K | Buy |
+4,138
| New | +$220K | 0.06% | 111 |
|
|
2016
Q3 | – | Sell |
-4,047
| Closed | -$201K | – | 150 |
|
|
2016
Q2 | $201K | Sell |
4,047
-144
| -3% | -$7.15K | 0.07% | 106 |
|
|
2016
Q1 | $205K | Buy |
+4,191
| New | +$205K | 0.07% | 106 |
|