GA
Gordian Advisors’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 | $28.2M | Sell |
1,154,264
-31,718
| -3% | -$775K | 20.19% | 2 |
|
|
2025
Q1 | $26.2M | Sell |
1,185,982
-1,469
| -0.1% | -$32.4K | 20.81% | 2 |
|
|
2024
Q4 | $27.5M | Buy |
1,187,451
+778,177
| +190% | +$18M | 21.78% | 2 |
|
|
2024
Q3 | $27.8M | Sell |
409,274
-15,946
| -4% | -$1.08M | 22.15% | 1 |
|
|
2024
Q2 | $27.3M | Sell |
425,220
-19,372
| -4% | -$1.24M | 26.33% | 1 |
|
|
2024
Q1 | $27.6M | Sell |
444,592
-17,832
| -4% | -$1.11M | 25.4% | 1 |
|
|
2023
Q4 | $26.1M | Buy |
+462,424
| New | +$26.1M | 25.71% | 1 |
|