GG
GenWealth Group’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 | $1.44M | Buy |
58,848
+12,036
| +26% | +$294K | 0.29% | 38 |
|
|
2025
Q1 | $1.03M | Buy |
46,812
+5,891
| +14% | +$130K | 0.23% | 37 |
|
|
2024
Q4 | $949K | Buy |
40,921
+24,672
| +152% | +$572K | 0.22% | 41 |
|
|
2024
Q3 | $1.1M | Sell |
16,249
-4
| -0% | -$271 | 0.25% | 39 |
|
|
2024
Q2 | $1.04M | Sell |
16,253
-397
| -2% | -$25.5K | 0.26% | 39 |
|
|
2024
Q1 | $1.03M | Buy |
16,650
+2,481
| +18% | +$154K | 0.26% | 39 |
|
|
2023
Q4 | $799K | Sell |
14,169
-73
| -0.5% | -$4.12K | 0.22% | 42 |
|
|
2023
Q3 | $721K | Sell |
14,242
-1,472
| -9% | -$74.5K | 0.22% | 42 |
|
|
2023
Q2 | $823K | Buy |
15,714
+2,575
| +20% | +$135K | 0.24% | 42 |
|
|
2023
Q1 | $636K | Sell |
13,139
-58
| -0.4% | -$2.81K | 0.19% | 43 |
|
|
2022
Q4 | $596K | Buy |
13,197
+346
| +3% | +$15.6K | 0.19% | 43 |
|
|
2022
Q3 | $544K | Sell |
12,851
-1,801
| -12% | -$76.2K | 0.18% | 35 |
|
|
2022
Q2 | $654K | Hold |
14,652
| – | – | 0.21% | 32 |
|
|
2022
Q1 | $789K | Buy |
14,652
+8,833
| +152% | +$476K | 0.22% | 36 |
|
|
2021
Q4 | $662K | Hold |
5,819
| – | – | 0.18% | 40 |
|
|
2021
Q3 | $605K | Hold |
5,819
| – | – | 0.18% | 35 |
|
|
2021
Q2 | $605K | Sell |
5,819
-1,990
| -25% | -$207K | 0.18% | 36 |
|
|
2021
Q1 | $749K | Sell |
7,809
-617
| -7% | -$59.2K | 0.24% | 34 |
|
|
2020
Q4 | $766K | Sell |
8,426
-2,814
| -25% | -$256K | 0.25% | 34 |
|
|
2020
Q3 | $924K | Sell |
11,240
-1,167
| -9% | -$95.9K | 0.33% | 33 |
|
|
2020
Q2 | $924K | Buy |
12,407
+3,639
| +42% | +$271K | 0.36% | 34 |
|
|
2020
Q1 | $537K | Hold |
8,768
| – | – | 0.23% | 30 |
|
|
2019
Q4 | $673K | Buy |
8,768
+3,523
| +67% | +$270K | 0.26% | 41 |
|
|
2019
Q3 | $372K | Buy |
+5,245
| New | +$372K | 0.15% | 52 |
|