GWA
Geometric Wealth Advisors’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 | $434K | Hold |
17,746
| – | – | 0.06% | 51 |
|
|
2025
Q1 | $392K | Sell |
17,746
-56
| -0.3% | -$1.24K | 0.07% | 55 |
|
|
2024
Q4 | $413K | Buy |
17,802
+14,168
| +390% | +$328K | 0.08% | 48 |
|
|
2024
Q3 | $247K | Buy |
3,634
+19
| +0.5% | +$1.29K | 0.05% | 60 |
|
|
2024
Q2 | $232K | Hold |
3,615
| – | – | 0.05% | 55 |
|
|
2024
Q1 | $224K | Buy |
3,615
+10
| +0.3% | +$621 | 0.05% | 46 |
|
|
2023
Q4 | $203K | Buy |
+3,605
| New | +$203K | 0.05% | 44 |
|