GAM
GEM Asset Management’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 | $442K | Buy |
17,962
+5,035
| +39% | +$124K | 0.23% | 63 |
|
|
2025
Q1 | $287K | Buy |
12,927
+70
| +0.5% | +$1.55K | 0.16% | 78 |
|
|
2024
Q4 | $298K | Buy |
12,857
+8,572
| +200% | +$199K | 0.17% | 76 |
|
|
2024
Q3 | $288K | Sell |
4,285
-48
| -1% | -$3.23K | 0.16% | 77 |
|
|
2024
Q2 | $278K | Sell |
4,333
-228
| -5% | -$14.6K | 0.17% | 70 |
|
|
2024
Q1 | $271K | Buy |
4,561
+2
| +0% | +$119 | 0.18% | 70 |
|
|
2023
Q4 | $257K | Buy |
4,559
+606
| +15% | +$34.2K | 0.18% | 70 |
|
|
2023
Q3 | $200K | Hold |
3,953
| – | – | 0.16% | 80 |
|
|
2023
Q2 | $207K | Buy |
+3,953
| New | +$207K | 0.16% | 76 |
|