GPS Wealth Strategies Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $223K | Buy |
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|
2025
Q2 | $207K | Buy |
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|
2025
Q1 | $187K | Sell |
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|
2024
Q4 | $197K | Buy |
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|
2024
Q3 | $192K | Buy |
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|
2024
Q2 | $182K | Buy |
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|
2024
Q1 | $164K | Hold |
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|
2023
Q4 | $149K | Buy |
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|
2023
Q3 | $134K | Buy |
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|
2023
Q2 | $138K | Buy |
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|
2023
Q1 | $128K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $111K | Buy |
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|
2022
Q2 | $117K | Buy |
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|
2022
Q1 | $123K | Buy |
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|
2021
Q4 | $126K | Hold |
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|
2021
Q3 | $115K | Hold |
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|
2021
Q2 | $115K | Buy |
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|
2021
Q1 | $0 | Buy |
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