GFWA
Grey Fox Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
12,740
+12
| +0.1% | +$351 | 0.09% | 95 |
|
|
2025
Q1 | $319K | Sell |
12,728
-15
| -0.1% | -$376 | 0.09% | 102 |
|
|
2024
Q4 | $355K | Buy |
12,743
+9,560
| +300% | +$266K | 0.1% | 98 |
|
|
2024
Q3 | $332K | Sell |
3,183
-23
| -0.7% | -$2.4K | 0.09% | 99 |
|
|
2024
Q2 | $324K | Hold |
3,206
| – | – | 0.11% | 98 |
|
|
2024
Q1 | $297K | Sell |
3,206
-574
| -15% | -$53.2K | 0.11% | 99 |
|
|
2023
Q4 | $314K | Buy |
3,780
+5
| +0.1% | +$415 | 0.14% | 83 |
|
|
2023
Q3 | $275K | Buy |
3,775
+4
| +0.1% | +$291 | 0.14% | 86 |
|
|
2023
Q2 | $283K | Buy |
3,771
+5
| +0.1% | +$375 | 0.15% | 82 |
|
|
2023
Q1 | $245K | Buy |
3,766
+164
| +5% | +$10.7K | 0.14% | 81 |
|
|
2022
Q4 | $200K | Buy |
+3,602
| New | +$200K | 0.13% | 93 |
|