GFPC
Global Financial Private Client’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-192
| Closed | -$4.24K | – | 1333 |
|
|
2025
Q1 | $4.24K | Hold |
192
| – | – | ﹤0.01% | 716 |
|
|
2024
Q4 | $4.45K | Buy |
192
+128
| +200% | +$2.97K | ﹤0.01% | 647 |
|
|
2024
Q3 | $4.34K | Hold |
64
| – | – | ﹤0.01% | 660 |
|
|
2024
Q2 | $4.11K | Hold |
64
| – | – | ﹤0.01% | 517 |
|
|
2024
Q1 | $3.97K | Hold |
64
| – | – | ﹤0.01% | 538 |
|
|
2023
Q4 | $3.61K | Hold |
64
| – | – | ﹤0.01% | 544 |
|
|
2023
Q3 | $3.24K | Hold |
64
| – | – | ﹤0.01% | 536 |
|
|
2023
Q2 | $3.36K | Hold |
64
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $3.11K | Hold |
64
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $2.89K | Hold |
64
| – | – | ﹤0.01% | 533 |
|
|
2022
Q3 | $2.78K | Hold |
64
| – | – | ﹤0.01% | 508 |
|
|
2022
Q2 | $2.89K | Hold |
64
| – | – | ﹤0.01% | 489 |
|
|
2022
Q1 | $3.46K | Buy |
64
+32
| +100% | +$1.73K | ﹤0.01% | 489 |
|
|
2021
Q4 | $3.64K | Hold |
32
| – | – | ﹤0.01% | 473 |
|
|
2021
Q3 | $3.37K | Hold |
32
| – | – | ﹤0.01% | 423 |
|
|
2021
Q2 | $3.35K | Hold |
32
| – | – | ﹤0.01% | 434 |
|
|
2021
Q1 | $3.11K | Hold |
32
| – | – | ﹤0.01% | 391 |
|
|
2020
Q4 | $2.91K | Buy |
+32
| New | +$2.91K | ﹤0.01% | 386 |
|