GJIA
Glass Jacobson Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2K | Sell |
1,035
-98,900
| -99% | -$2.89M | 0.01% | 339 |
|
|
2025
Q1 | $2.79M | Hold |
99,935
| – | – | 0.91% | 27 |
|
|
2024
Q4 | $2.79M | Buy |
99,935
+75,201
| +304% | +$2.1M | 0.91% | 27 |
|
|
2024
Q3 | $2.58M | Buy |
24,734
+166
| +0.7% | +$17.3K | 0.85% | 32 |
|
|
2024
Q2 | $2.48M | Buy |
24,568
+1,851
| +8% | +$187K | 0.9% | 28 |
|
|
2024
Q1 | $2.11M | Buy |
22,717
+1,802
| +9% | +$167K | 0.79% | 33 |
|
|
2023
Q4 | $1.74M | Buy |
20,915
+3,248
| +18% | +$269K | 0.71% | 40 |
|
|
2023
Q3 | $1.28M | Buy |
17,667
+2,170
| +14% | +$158K | 0.59% | 50 |
|
|
2023
Q2 | $1.16M | Buy |
+15,497
| New | +$1.16M | 0.53% | 55 |
|
|
2022
Q4 | $759K | Buy |
+13,663
| New | +$759K | 0.38% | 80 |
|