GWA
Geometric Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Hold |
16,688
| – | – | 0.07% | 45 |
|
|
2025
Q1 | $418K | Hold |
16,688
| – | – | 0.07% | 49 |
|
|
2024
Q4 | $465K | Buy |
16,688
+12,516
| +300% | +$349K | 0.08% | 44 |
|
|
2024
Q3 | $435K | Hold |
4,172
| – | – | 0.08% | 44 |
|
|
2024
Q2 | $421K | Hold |
4,172
| – | – | 0.09% | 41 |
|
|
2024
Q1 | $387K | Hold |
4,172
| – | – | 0.09% | 30 |
|
|
2023
Q4 | $346K | Hold |
4,172
| – | – | 0.09% | 29 |
|
|
2023
Q3 | $303K | Hold |
4,172
| – | – | 0.09% | 27 |
|
|
2023
Q2 | $320K | Hold |
4,172
| – | – | 0.1% | 24 |
|
|
2023
Q1 | $274K | Hold |
4,172
| – | – | 0.1% | 28 |
|
|
2022
Q4 | $232K | Hold |
4,172
| – | – | 0.09% | 29 |
|
|
2022
Q3 | $233K | Hold |
4,172
| – | – | 0.11% | 25 |
|
|
2022
Q2 | $242K | Hold |
4,172
| – | – | 0.12% | 26 |
|
|
2022
Q1 | $312K | Buy |
4,172
+2,086
| +100% | +$156K | 0.93% | 22 |
|
|
2021
Q4 | $342K | Buy |
+2,086
| New | +$342K | 0.16% | 16 |
|