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
2025
Q3
$482K Buy
2025
Q2
$442K Buy
2025
Q1
$287K Buy
2024
Q4
$298K Buy
2024
Q3
$288K Sell
2024
Q2
$278K Sell
2024
Q1
$271K Buy
2023
Q4
$257K Buy
2023
Q3
$200K Hold
2023
Q2
$207K Buy