GPM Growth Investors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.98M | Buy |
285,706
+5,073
| +2% | +$124K | 2.77% | 16 |
|
|
2025
Q1 | $6.2M | Buy |
280,633
+97,903
| +54% | +$2.16M | 2.72% | 16 |
|
|
2024
Q4 | $4.24M | Buy |
182,730
+6,135
| +3% | +$142K | 1.79% | 22 |
|
|
2024
Q3 | $3.99M | Sell |
176,595
-19,104
| -10% | -$432K | 1.66% | 24 |
|
|
2024
Q2 | $4.19M | Buy |
+195,699
| New | +$4.19M | 1.78% | 24 |
|
|
2023
Q4 | $3.26M | Buy |
173,358
+56,409
| +48% | +$1.06M | 1.54% | 28 |
|
|
2023
Q3 | $1.97M | Buy |
116,949
+32,385
| +38% | +$546K | 1.03% | 31 |
|
|
2023
Q2 | $1.48M | Buy |
84,564
+7,299
| +9% | +$127K | 0.77% | 31 |
|
|
2023
Q1 | $1.25M | Buy |
77,265
+4,131
| +6% | +$66.6K | 0.72% | 33 |
|
|
2022
Q4 | $1.1M | Sell |
73,134
-567
| -0.8% | -$8.53K | 0.67% | 34 |
|
|
2022
Q3 | $1.04M | Buy |
73,701
+8,865
| +14% | +$125K | 0.69% | 32 |
|
|
2022
Q2 | $965K | Buy |
+64,836
| New | +$965K | 0.63% | 32 |
|