Gerber Kawasaki Wealth & Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$510K	Buy
2025 Q2	$396K	Sell
2025 Q1	$891K	Buy
2024 Q4	$724K	Sell
2024 Q3	$794K	Sell
2024 Q2	$753K	Buy
2024 Q1	$723K	Buy
2023 Q4	$203K	Buy
2021 Q4	–	Sell
2021 Q3	$29K	Buy