GCA
Gradient Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
78,425
+995
| +1% | +$23.7K | 0.55% | 45 |
|
|
2025
Q1 | $1.67M | Sell |
77,430
-123
| -0.2% | -$2.65K | 0.54% | 44 |
|
|
2024
Q4 | $1.76M | Buy |
77,553
+51,467
| +197% | +$1.17M | 0.57% | 41 |
|
|
2024
Q3 | $1.74M | Buy |
26,086
+152
| +0.6% | +$10.1K | 0.57% | 42 |
|
|
2024
Q2 | $1.63M | Sell |
25,934
-302
| -1% | -$19K | 0.58% | 42 |
|
|
2024
Q1 | $1.6M | Buy |
26,236
+304
| +1% | +$18.6K | 0.59% | 41 |
|
|
2023
Q4 | $1.44M | Sell |
25,932
-202
| -0.8% | -$11.2K | 0.55% | 40 |
|
|
2023
Q3 | $1.3M | Buy |
26,134
+335
| +1% | +$16.7K | 0.54% | 42 |
|
|
2023
Q2 | $1.33M | Buy |
25,799
+78
| +0.3% | +$4.03K | 0.53% | 41 |
|
|
2023
Q1 | $1.23M | Buy |
25,721
+856
| +3% | +$41K | 0.52% | 43 |
|
|
2022
Q4 | $1.11M | Buy |
24,865
+454
| +2% | +$20.3K | 0.51% | 48 |
|
|
2022
Q3 | $1.03M | Sell |
24,411
-2,466
| -9% | -$104K | 0.49% | 48 |
|
|
2022
Q2 | $1.19M | Sell |
26,877
-978
| -4% | -$43.2K | 0.57% | 46 |
|
|
2022
Q1 | $1.49M | Buy |
27,855
+12,944
| +87% | +$691K | 0.63% | 39 |
|
|
2021
Q4 | $1.69M | Sell |
14,911
-137
| -0.9% | -$15.5K | 0.7% | 35 |
|
|
2021
Q3 | $1.56M | Sell |
15,048
-330
| -2% | -$34.3K | 0.72% | 34 |
|
|
2021
Q2 | $1.6M | Buy |
15,378
+556
| +4% | +$58K | 0.75% | 32 |
|
|
2021
Q1 | $1.43M | Sell |
14,822
-112
| -0.7% | -$10.8K | 0.76% | 30 |
|
|
2020
Q4 | $1.36M | Sell |
14,934
-201
| -1% | -$18.3K | 0.77% | 30 |
|
|
2020
Q3 | $1.21M | Sell |
15,135
-554
| -4% | -$44.1K | 0.75% | 34 |
|
|
2020
Q2 | $1.15M | Buy |
15,689
+222
| +1% | +$16.3K | 0.78% | 35 |
|
|
2020
Q1 | $935K | Sell |
15,467
-1,016
| -6% | -$61.4K | 0.75% | 35 |
|
|
2019
Q4 | $1.27M | Buy |
16,483
+17
| +0.1% | +$1.31K | 0.88% | 32 |
|
|
2019
Q3 | $1.17M | Sell |
16,466
-825
| -5% | -$58.6K | 0.87% | 33 |
|
|
2019
Q2 | $1.22M | Buy |
17,291
+14
| +0.1% | +$988 | 0.94% | 30 |
|
|
2019
Q1 | $1.18M | Sell |
17,277
-414
| -2% | -$28.2K | 0.94% | 29 |
|
|
2018
Q4 | $1.06M | Buy |
17,691
+4,583
| +35% | +$275K | 0.92% | 29 |
|
|
2018
Q3 | $923K | Sell |
13,108
-256
| -2% | -$18K | 0.78% | 29 |
|
|
2018
Q2 | $882K | Buy |
13,364
+1,697
| +15% | +$112K | 0.82% | 31 |
|
|
2018
Q1 | $744K | Sell |
11,667
-619
| -5% | -$39.5K | 0.74% | 30 |
|
|
2017
Q4 | $793K | Buy |
+12,286
| New | +$793K | 0.81% | 28 |
|