GGM Wealth Advisors’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
Q1 | $2.84M | Buy |
130,519
+16,024
| +14% | +$349K | 1.58% | 16 |
|
|
2024
Q4 | $2.65M | Buy |
114,495
+7,410
| +7% | +$172K | 1.39% | 22 |
|
|
2024
Q3 | $2.42M | Buy |
107,085
+7,263
| +7% | +$164K | 1.04% | 25 |
|
|
2024
Q2 | $2.14M | Buy |
99,822
+2,898
| +3% | +$62.3K | 0.98% | 28 |
|
|
2024
Q1 | $1.99M | Buy |
96,924
+20,106
| +26% | +$413K | 0.93% | 27 |
|
|
2023
Q4 | $1.48M | Buy |
76,818
+18,834
| +32% | +$363K | 0.61% | 39 |
|
|
2023
Q3 | $978K | Buy |
57,984
+3,018
| +5% | +$50.9K | 0.42% | 47 |
|
|
2023
Q2 | $960K | Sell |
54,966
-3,981
| -7% | -$69.5K | 0.39% | 47 |
|
|
2023
Q1 | $950K | Sell |
58,947
-1,380
| -2% | -$22.2K | 0.54% | 37 |
|
|
2022
Q4 | $920K | Buy |
60,327
+2,172
| +4% | +$33.1K | 0.47% | 44 |
|
|
2022
Q3 | $882K | Sell |
58,155
-12,960
| -18% | -$197K | 0.48% | 44 |
|
|
2022
Q2 | $1.07M | Sell |
71,115
-5,952
| -8% | -$89.5K | 0.6% | 36 |
|
|
2022
Q1 | $1.36M | Buy |
77,067
+8,943
| +13% | +$158K | 0.68% | 36 |
|
|
2021
Q4 | $1.28M | Buy |
68,124
+9,462
| +16% | +$177K | 1.01% | 24 |
|
|
2021
Q3 | $1.08M | Buy |
58,662
+14,496
| +33% | +$267K | 0.86% | 29 |
|
|
2021
Q2 | $769K | Buy |
44,166
+10,008
| +29% | +$174K | 0.65% | 35 |
|
|
2021
Q1 | $576K | Buy |
34,158
+17,904
| +110% | +$302K | 0.46% | 42 |
|
|
2020
Q4 | $250K | Buy |
+16,254
| New | +$250K | 0.25% | 62 |
|