GWMR
SCHV icon

GC Wealth Management RIA’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

GC Wealth Management RIA’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$246K Sell
8,900
-2,357
-21% -$65.2K 0.02% 478
2025
Q1 		$299K Hold
11,257
– – 0.05% 250
2024
Q4 		$293K Sell
11,257
-2,000
-15% -$52.1K 0.05% 247
2024
Q3 		$355K Buy
+13,257
New +$355K 0.06% 236