GEM Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $467K | Buy |
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|
2025
Q4 | $496K | Buy |
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|
2025
Q3 | $482K | Buy |
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|
2025
Q2 | $442K | Buy |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $298K | Buy |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $200K | Hold |
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|
2023
Q2 | $207K | Buy |
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