GWA
Geometric Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
13,229
+38
| +0.3% | +$1.05K | 0.05% | 62 |
|
|
2025
Q1 | $351K | Buy |
13,191
+12
| +0.1% | +$319 | 0.06% | 61 |
|
|
2024
Q4 | $344K | Buy |
13,179
+8,883
| +207% | +$232K | 0.06% | 59 |
|
|
2024
Q3 | $345K | Buy |
4,296
+7
| +0.2% | +$563 | 0.06% | 54 |
|
|
2024
Q2 | $318K | Buy |
4,289
+20
| +0.5% | +$1.48K | 0.07% | 47 |
|
|
2024
Q1 | $324K | Buy |
4,269
+173
| +4% | +$13.1K | 0.08% | 33 |
|
|
2023
Q4 | $287K | Buy |
4,096
+114
| +3% | +$7.99K | 0.08% | 35 |
|
|
2023
Q3 | $257K | Buy |
3,982
+188
| +5% | +$12.1K | 0.08% | 31 |
|
|
2023
Q2 | $256K | Buy |
3,794
+8
| +0.2% | +$540 | 0.08% | 32 |
|
|
2023
Q1 | $249K | Buy |
3,786
+216
| +6% | +$14.2K | 0.09% | 30 |
|
|
2022
Q4 | $236K | Sell |
3,570
-235
| -6% | -$15.5K | 0.1% | 28 |
|
|
2022
Q3 | $223K | Sell |
3,805
-129
| -3% | -$7.56K | 0.11% | 28 |
|
|
2022
Q2 | $246K | Buy |
3,934
+22
| +0.6% | +$1.38K | 0.12% | 25 |
|
|
2022
Q1 | $279K | Buy |
+3,912
| New | +$279K | 0.84% | 25 |
|