GWA
GGM 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
Q1 | $3.15M | Sell |
122,650
-1,281
| -1% | -$32.9K | 1.75% | 10 |
|
|
2024
Q4 | $3.23M | Buy |
123,931
+80,040
| +182% | +$2.09M | 1.69% | 14 |
|
|
2024
Q3 | $3.53M | Sell |
43,891
-455
| -1% | -$36.6K | 1.52% | 19 |
|
|
2024
Q2 | $3.3M | Sell |
44,346
-827
| -2% | -$61.6K | 1.51% | 18 |
|
|
2024
Q1 | $3.38M | Sell |
45,173
-661
| -1% | -$49.5K | 1.58% | 18 |
|
|
2023
Q4 | $3.23M | Sell |
45,834
-978
| -2% | -$69K | 1.34% | 20 |
|
|
2023
Q3 | $3.02M | Buy |
46,812
+58
| +0.1% | +$3.74K | 1.31% | 20 |
|
|
2023
Q2 | $3.15M | Sell |
46,754
-1,375
| -3% | -$92.7K | 1.28% | 20 |
|
|
2023
Q1 | $3.16M | Buy |
48,129
+24
| +0% | +$1.57K | 1.8% | 19 |
|
|
2022
Q4 | $3.26M | Buy |
48,105
+806
| +2% | +$54.7K | 1.68% | 17 |
|
|
2022
Q3 | $3M | Buy |
47,299
+46
| +0.1% | +$2.92K | 1.62% | 14 |
|
|
2022
Q2 | $2.95M | Sell |
47,253
-759
| -2% | -$47.4K | 1.65% | 16 |
|
|
2022
Q1 | $3.45M | Buy |
+48,012
| New | +$3.45M | 1.73% | 16 |
|