GPS Wealth Strategies Group’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 | $207K | Buy |
8,471
+2
| +0% | +$49 | 0.02% | 316 |
|
|
2025
Q1 | $187K | Sell |
8,469
-46
| -0.5% | -$1.02K | 0.03% | 309 |
|
|
2024
Q4 | $197K | Buy |
8,515
+34
| +0.4% | +$788 | 0.03% | 300 |
|
|
2024
Q3 | $192K | Buy |
8,481
+3
| +0% | +$68 | 0.03% | 312 |
|
|
2024
Q2 | $182K | Buy |
8,478
+555
| +7% | +$11.9K | 0.03% | 286 |
|
|
2024
Q1 | $164K | Hold |
7,923
| – | – | 0.03% | 281 |
|
|
2023
Q4 | $149K | Buy |
7,923
+3
| +0% | +$56 | 0.03% | 284 |
|
|
2023
Q3 | $134K | Buy |
7,920
+3
| +0% | +$51 | 0.03% | 303 |
|
|
2023
Q2 | $138K | Buy |
7,917
+6
| +0.1% | +$105 | 0.03% | 299 |
|
|
2023
Q1 | $128K | Buy |
+7,911
| New | +$128K | 0.03% | 302 |
|
|
2022
Q4 | – | Sell |
-7,857
| Closed | -$111K | – | 908 |
|
|
2022
Q3 | $111K | Buy |
7,857
+6
| +0.1% | +$85 | 0.03% | 285 |
|
|
2022
Q2 | $117K | Buy |
7,851
+975
| +14% | +$14.5K | 0.03% | 285 |
|
|
2022
Q1 | $123K | Buy |
6,876
+246
| +4% | +$4.4K | 0.03% | 271 |
|
|
2021
Q4 | $126K | Hold |
6,630
| – | – | 0.03% | 264 |
|
|
2021
Q3 | $115K | Hold |
6,630
| – | – | 0.03% | 265 |
|
|
2021
Q2 | $115K | Buy |
6,630
+6,570
| +10,950% | +$114K | 0.03% | 278 |
|
|
2021
Q1 | $0 | Buy |
+60
| New | – | ﹤0.01% | 959 |
|