GGI
Godsey & Gibb Inc’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 | $3.1M | Buy |
126,876
+10,272
| +9% | +$251K | 0.29% | 46 |
|
|
2025
Q1 | $2.57M | Buy |
116,604
+4,928
| +4% | +$109K | 0.25% | 49 |
|
|
2024
Q4 | $2.59M | Buy |
111,676
+76,486
| +217% | +$1.77M | 0.26% | 48 |
|
|
2024
Q3 | $2.39M | Buy |
35,190
+4,183
| +13% | +$284K | 0.23% | 50 |
|
|
2024
Q2 | $1.99M | Buy |
31,007
+3,615
| +13% | +$232K | 0.21% | 51 |
|
|
2024
Q1 | $1.7M | Buy |
27,392
+2,234
| +9% | +$139K | 0.18% | 50 |
|
|
2023
Q4 | $1.42M | Buy |
25,158
+6,290
| +33% | +$355K | 0.16% | 50 |
|
|
2023
Q3 | $955K | Buy |
18,868
+1,229
| +7% | +$62.2K | 0.12% | 55 |
|
|
2023
Q2 | $924K | Buy |
17,639
+1,569
| +10% | +$82.2K | 0.1% | 55 |
|
|
2023
Q1 | $777K | Buy |
+16,070
| New | +$777K | 0.09% | 56 |
|
|
2022
Q3 | – | Sell |
-7,273
| Closed | -$325K | – | 149 |
|
|
2022
Q2 | $325K | Buy |
+7,273
| New | +$325K | 0.18% | 21 |
|
|
2021
Q2 | – | Sell |
-6,172
| Closed | -$593K | – | 151 |
|
|
2021
Q1 | $593K | Sell |
6,172
-8
| -0.1% | -$769 | 0.07% | 60 |
|
|
2020
Q4 | $562K | Sell |
6,180
-1,274
| -17% | -$116K | 0.08% | 59 |
|
|
2020
Q3 | $601K | Sell |
7,454
-163
| -2% | -$13.1K | 0.09% | 58 |
|
|
2020
Q2 | $564K | Buy |
7,617
+826
| +12% | +$61.2K | 0.09% | 59 |
|
|
2020
Q1 | $416K | Sell |
6,791
-733
| -10% | -$44.9K | 0.08% | 61 |
|
|
2019
Q4 | $578K | Sell |
7,524
-2,448
| -25% | -$188K | 0.08% | 63 |
|
|
2019
Q3 | $707K | Buy |
9,972
+1,845
| +23% | +$131K | 0.11% | 50 |
|
|
2019
Q2 | $570K | Sell |
8,127
-564
| -6% | -$39.6K | 0.08% | 57 |
|
|
2019
Q1 | $588K | Sell |
8,691
-2,783
| -24% | -$188K | 0.09% | 53 |
|
|
2018
Q4 | $685K | Buy |
+11,474
| New | +$685K | 0.12% | 55 |
|
|
2018
Q3 | – | Sell |
-12,064
| Closed | -$784K | – | 69 |
|
|
2018
Q2 | $784K | Buy |
12,064
+224
| +2% | +$14.6K | 0.14% | 51 |
|
|
2018
Q1 | $747K | Buy |
11,840
+237
| +2% | +$15K | 0.13% | 48 |
|
|
2017
Q4 | $740K | Buy |
11,603
+447
| +4% | +$28.5K | 0.12% | 46 |
|
|
2017
Q3 | $670K | Sell |
11,156
-345
| -3% | -$20.7K | 0.11% | 48 |
|
|
2017
Q2 | $664K | Buy |
11,501
+267
| +2% | +$15.4K | 0.12% | 49 |
|
|
2017
Q1 | $632K | Sell |
11,234
-76
| -0.7% | -$4.28K | 0.12% | 47 |
|
|
2016
Q4 | $602K | Sell |
11,310
-25
| -0.2% | -$1.33K | 0.11% | 47 |
|
|
2016
Q3 | $585K | Buy |
11,335
+302
| +3% | +$15.6K | 0.1% | 51 |
|
|
2016
Q2 | $549K | Buy |
11,033
+263
| +2% | +$13.1K | 0.1% | 51 |
|
|
2016
Q1 | $526K | Sell |
10,770
-726
| -6% | -$35.5K | 0.1% | 52 |
|
|
2015
Q4 | $558K | Sell |
11,496
-37
| -0.3% | -$1.8K | 0.11% | 49 |
|
|
2015
Q3 | $528K | Sell |
11,533
-275
| -2% | -$12.6K | 0.11% | 50 |
|
|
2015
Q2 | $582K | Sell |
11,808
-2,245
| -16% | -$111K | 0.1% | 52 |
|
|
2015
Q1 | $697K | Sell |
14,053
-1,702
| -11% | -$84.4K | 0.13% | 53 |
|
|
2014
Q4 | $773K | Sell |
15,755
-945
| -6% | -$46.4K | 0.14% | 52 |
|
|
2014
Q3 | $785K | Sell |
16,700
-4,815
| -22% | -$226K | 0.15% | 53 |
|
|
2014
Q2 | $1.01M | Sell |
21,515
-14,765
| -41% | -$692K | 0.19% | 52 |
|
|
2014
Q1 | $1.62M | Sell |
36,280
-12,735
| -26% | -$569K | 0.33% | 51 |
|
|
2013
Q4 | $2.16M | Buy |
49,015
+15,585
| +47% | +$687K | 0.44% | 51 |
|
|
2013
Q3 | $1.34M | Buy |
+33,430
| New | +$1.34M | 0.3% | 53 |
|