GCA
Gradient Capital 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 | $6.9M | Buy |
282,450
+5,820
| +2% | +$142K | 2.04% | 13 |
|
|
2025
Q1 | $6.11M | Sell |
276,630
-6,858
| -2% | -$151K | 1.99% | 11 |
|
|
2024
Q4 | $6.57M | Buy |
283,488
+186,725
| +193% | +$4.33M | 2.12% | 12 |
|
|
2024
Q3 | $6.57M | Sell |
96,763
-4,746
| -5% | -$322K | 2.17% | 11 |
|
|
2024
Q2 | $6.52M | Sell |
101,509
-2,572
| -2% | -$165K | 2.33% | 11 |
|
|
2024
Q1 | $6.46M | Sell |
104,081
-6,779
| -6% | -$421K | 2.37% | 10 |
|
|
2023
Q4 | $6.25M | Sell |
110,860
-4,599
| -4% | -$259K | 2.38% | 10 |
|
|
2023
Q3 | $5.84M | Sell |
115,459
-4,591
| -4% | -$232K | 2.44% | 11 |
|
|
2023
Q2 | $6.29M | Sell |
120,050
-529
| -0.4% | -$27.7K | 2.52% | 11 |
|
|
2023
Q1 | $5.83M | Sell |
120,579
-4,070
| -3% | -$197K | 2.48% | 12 |
|
|
2022
Q4 | $5.63M | Buy |
124,649
+7,153
| +6% | +$323K | 2.56% | 11 |
|
|
2022
Q3 | $4.98M | Buy |
117,496
+20,278
| +21% | +$859K | 2.38% | 12 |
|
|
2022
Q2 | $4.34M | Buy |
97,218
+2,737
| +3% | +$122K | 2.08% | 12 |
|
|
2022
Q1 | $5.09M | Buy |
94,481
+48,140
| +104% | +$2.59M | 2.16% | 10 |
|
|
2021
Q4 | $5.28M | Sell |
46,341
-1,301
| -3% | -$148K | 2.2% | 10 |
|
|
2021
Q3 | $4.96M | Sell |
47,642
-1,013
| -2% | -$105K | 2.27% | 10 |
|
|
2021
Q2 | $5.06M | Sell |
48,655
-1,062
| -2% | -$110K | 2.37% | 10 |
|
|
2021
Q1 | $4.77M | Sell |
49,717
-1,241
| -2% | -$119K | 2.53% | 9 |
|
|
2020
Q4 | $4.64M | Sell |
50,958
-3,509
| -6% | -$319K | 2.64% | 9 |
|
|
2020
Q3 | $4.39M | Sell |
54,467
-10,419
| -16% | -$840K | 2.74% | 7 |
|
|
2020
Q2 | $4.81M | Sell |
64,886
-11,470
| -15% | -$850K | 3.25% | 6 |
|
|
2020
Q1 | $4.68M | Buy |
76,356
+19,620
| +35% | +$1.2M | 3.78% | 6 |
|
|
2019
Q4 | $4.36M | Sell |
56,736
-4,338
| -7% | -$333K | 3.03% | 8 |
|
|
2019
Q3 | $4.33M | Sell |
61,074
-8,062
| -12% | -$572K | 3.24% | 8 |
|
|
2019
Q2 | $4.85M | Sell |
69,136
-7,951
| -10% | -$558K | 3.73% | 7 |
|
|
2019
Q1 | $5.21M | Sell |
77,087
-6,542
| -8% | -$442K | 4.16% | 6 |
|
|
2018
Q4 | $4.99M | Buy |
83,629
+26,679
| +47% | +$1.59M | 4.31% | 6 |
|
|
2018
Q3 | $3.96M | Sell |
56,950
-6,090
| -10% | -$424K | 3.34% | 7 |
|
|
2018
Q2 | $4.1M | Sell |
63,040
-6,204
| -9% | -$403K | 3.81% | 6 |
|
|
2018
Q1 | $4.37M | Buy |
69,244
+17,820
| +35% | +$1.12M | 4.36% | 5 |
|
|
2017
Q4 | $3.28M | Buy |
+51,424
| New | +$3.28M | 3.36% | 6 |
|