GWSA
Global Wealth Strategies & Associates’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 | $255K | Sell |
10,449
-109
| -1% | -$2.66K | 0.07% | 50 |
|
|
2025
Q1 | $233K | Buy |
10,558
+109
| +1% | +$2.41K | 0.07% | 50 |
|
|
2024
Q4 | $242K | Buy |
10,449
+6,966
| +200% | +$161K | 0.08% | 50 |
|
|
2024
Q3 | $236K | Hold |
3,483
| – | – | 0.08% | 42 |
|
|
2024
Q2 | $224K | Hold |
3,483
| – | – | 0.08% | 38 |
|
|
2024
Q1 | $216K | Sell |
3,483
-1
| -0% | -$62 | 0.08% | 43 |
|
|
2023
Q4 | $196K | Hold |
3,484
| – | – | 0.08% | 40 |
|
|
2023
Q3 | $176K | Sell |
3,484
-126
| -3% | -$6.38K | 0.08% | 45 |
|
|
2023
Q2 | $189K | Buy |
3,610
+2,407
| +200% | +$126K | 0.09% | 41 |
|
|
2023
Q1 | $58.2K | Buy |
1,203
+20
| +2% | +$967 | 0.03% | 69 |
|
|
2022
Q4 | $53.4K | Buy |
+1,183
| New | +$53.4K | 0.03% | 73 |
|