GGM Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.84M | Buy |
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|
2024
Q4 | $2.65M | Buy |
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|
2024
Q3 | $2.42M | Buy |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $978K | Buy |
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|
2023
Q2 | $960K | Sell |
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|
2023
Q1 | $950K | Sell |
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|
2022
Q4 | $920K | Buy |
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|
2022
Q3 | $882K | Sell |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $769K | Buy |
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|
2021
Q1 | $576K | Buy |
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|
2020
Q4 | $250K | Buy |
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