Godsey & Gibb Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.01M | Buy |
170,375
+6,586
| +4% | +$188K | 0.41% | 46 |
|
|
2026
Q1 | $4.2M | Buy |
163,789
+13,101
| +9% | +$351K | 0.37% | 46 |
|
|
2025
Q4 | $4.06M | Buy |
150,688
+10,883
| +8% | +$291K | 0.36% | 44 |
|
|
2025
Q3 | $3.68M | Buy |
139,805
+12,929
| +10% | +$328K | 0.33% | 45 |
|
|
2025
Q2 | $3.1M | Buy |
126,876
+10,272
| +9% | +$232K | 0.29% | 46 |
|
|
2025
Q1 | $2.57M | Buy |
116,604
+4,928
| +4% | +$115K | 0.25% | 49 |
|
|
2024
Q4 | $2.59M | Buy |
111,676
+6,106
| +6% | +$142K | 0.26% | 48 |
|
|
2024
Q3 | $2.39M | Buy |
105,570
+12,549
| +13% | +$273K | 0.23% | 50 |
|
|
2024
Q2 | $1.99M | Buy |
93,021
+10,845
| +13% | +$224K | 0.21% | 51 |
|
|
2024
Q1 | $1.7M | Buy |
82,176
+6,702
| +9% | +$132K | 0.18% | 50 |
|
|
2023
Q4 | $1.42M | Buy |
75,474
+18,870
| +33% | +$331K | 0.16% | 50 |
|
|
2023
Q3 | $955K | Buy |
56,604
+3,687
| +7% | +$64.7K | 0.12% | 55 |
|
|
2023
Q2 | $924K | Buy |
52,917
+4,707
| +10% | +$77.7K | 0.1% | 55 |
|
|
2023
Q1 | $777K | Buy |
+48,210
| New | +$759K | 0.09% | 56 |
|
|
2022
Q3 | – | Sell |
-21,819
| Closed | -$325K | – | 149 |
|
|
2022
Q2 | $325K | Buy |
+21,819
| New | +$354K | 0.18% | 21 |
|
|
2021
Q2 | – | Sell |
-37,032
| Closed | -$593K | – | 151 |
|
|
2021
Q1 | $593K | Sell |
37,032
-48
| -0.1% | -$752 | 0.07% | 60 |
|
|
2020
Q4 | $562K | Sell |
37,080
-7,644
| -17% | -$109K | 0.08% | 59 |
|
|
2020
Q3 | $601K | Sell |
44,724
-978
| -2% | -$13K | 0.09% | 58 |
|
|
2020
Q2 | $564K | Buy |
45,702
+4,956
| +12% | +$57.8K | 0.09% | 59 |
|
|
2020
Q1 | $416K | Sell |
40,746
-4,398
| -10% | -$53.4K | 0.08% | 61 |
|
|
2019
Q4 | $578K | Sell |
45,144
-14,688
| -25% | -$180K | 0.08% | 63 |
|
|
2019
Q3 | $707K | Buy |
59,832
+11,070
| +23% | +$130K | 0.11% | 50 |
|
|
2019
Q2 | $570K | Sell |
48,762
-3,384
| -6% | -$38.9K | 0.08% | 57 |
|
|
2019
Q1 | $588K | Sell |
52,146
-16,698
| -24% | -$181K | 0.09% | 53 |
|
|
2018
Q4 | $685K | Buy |
+68,844
| New | +$739K | 0.12% | 55 |
|
|
2018
Q3 | – | Sell |
-72,384
| Closed | -$784K | – | 69 |
|
|
2018
Q2 | $784K | Buy |
72,384
+1,344
| +2% | +$14.5K | 0.14% | 51 |
|
|
2018
Q1 | $747K | Buy |
71,040
+1,422
| +2% | +$15.5K | 0.13% | 48 |
|
|
2017
Q4 | $740K | Buy |
69,618
+2,682
| +4% | +$27.8K | 0.12% | 46 |
|
|
2017
Q3 | $670K | Sell |
66,936
-2,070
| -3% | -$20.3K | 0.11% | 48 |
|
|
2017
Q2 | $664K | Buy |
69,006
+1,602
| +2% | +$15.3K | 0.12% | 49 |
|
|
2017
Q1 | $632K | Sell |
67,404
-456
| -0.7% | -$4.21K | 0.12% | 47 |
|
|
2016
Q4 | $602K | Sell |
67,860
-150
| -0.2% | -$1.3K | 0.11% | 47 |
|
|
2016
Q3 | $585K | Buy |
68,010
+1,812
| +3% | +$15.5K | 0.1% | 51 |
|
|
2016
Q2 | $549K | Buy |
66,198
+1,578
| +2% | +$13K | 0.1% | 51 |
|
|
2016
Q1 | $526K | Sell |
64,620
-4,356
| -6% | -$33.6K | 0.1% | 52 |
|
|
2015
Q4 | $558K | Sell |
68,976
-222
| -0.3% | -$1.81K | 0.11% | 49 |
|
|
2015
Q3 | $528K | Sell |
69,198
-1,650
| -2% | -$13.3K | 0.11% | 50 |
|
|
2015
Q2 | $582K | Sell |
70,848
-13,470
| -16% | -$113K | 0.1% | 52 |
|
|
2015
Q1 | $697K | Sell |
84,318
-10,212
| -11% | -$84.1K | 0.13% | 53 |
|
|
2014
Q4 | $773K | Sell |
94,530
-5,670
| -6% | -$45.3K | 0.14% | 52 |
|
|
2014
Q3 | $785K | Sell |
100,200
-28,890
| -22% | -$228K | 0.15% | 53 |
|
|
2014
Q2 | $1.01M | Sell |
129,090
-88,590
| -41% | -$671K | 0.19% | 52 |
|
|
2014
Q1 | $1.62M | Sell |
217,680
-76,410
| -26% | -$560K | 0.33% | 51 |
|
|
2013
Q4 | $2.16M | Buy |
294,090
+93,510
| +47% | +$659K | 0.44% | 51 |
|
|
2013
Q3 | $1.34M | Buy |
+200,580
| New | +$1.34M | 0.3% | 53 |
|
Other funds holding SCHX
KBFS
OWM
CST
FSAG
LWMT
BSB
SWM
FMP
RDWM