Gerber Kawasaki Wealth & Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
16,207
-24,166
| -60% | -$591K | 0.02% | 226 |
|
|
2025
Q1 | $891K | Buy |
40,373
+9,149
| +29% | +$202K | 0.04% | 148 |
|
|
2024
Q4 | $724K | Sell |
31,224
-3,870
| -11% | -$89.7K | 0.03% | 156 |
|
|
2024
Q3 | $794K | Sell |
35,094
-75
| -0.2% | -$1.7K | 0.04% | 146 |
|
|
2024
Q2 | $753K | Buy |
35,169
+219
| +0.6% | +$4.69K | 0.04% | 147 |
|
|
2024
Q1 | $723K | Buy |
34,950
+24,144
| +223% | +$499K | 0.04% | 145 |
|
|
2023
Q4 | $203K | Buy |
+10,806
| New | +$203K | 0.01% | 248 |
|
|
2021
Q4 | – | Sell |
-1,692
| Closed | -$29K | – | 934 |
|
|
2021
Q3 | $29K | Buy |
+1,692
| New | +$29K | ﹤0.01% | 414 |
|