GFWA
Grey Fox Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Buy |
182,830
+41,550
| +29% | +$1.15M | 1.21% | 16 |
|
|
2025
Q1 | $3.76M | Buy |
141,280
+20,797
| +17% | +$553K | 1% | 20 |
|
|
2024
Q4 | $3.14M | Buy |
120,483
+80,286
| +200% | +$2.09M | 0.86% | 22 |
|
|
2024
Q3 | $3.23M | Buy |
40,197
+716
| +2% | +$57.5K | 0.9% | 20 |
|
|
2024
Q2 | $2.94M | Sell |
39,481
-833
| -2% | -$62.1K | 1.03% | 17 |
|
|
2024
Q1 | $3.06M | Sell |
40,314
-480
| -1% | -$36.5K | 1.15% | 15 |
|
|
2023
Q4 | $2.86M | Sell |
40,794
-17,002
| -29% | -$1.19M | 1.24% | 16 |
|
|
2023
Q3 | $3.73M | Buy |
57,796
+905
| +2% | +$58.3K | 1.87% | 11 |
|
|
2023
Q2 | $3.82M | Buy |
56,891
+3,401
| +6% | +$228K | 1.96% | 12 |
|
|
2023
Q1 | $3.51M | Buy |
53,490
+9,749
| +22% | +$639K | 2.07% | 12 |
|
|
2022
Q4 | $2.89M | Buy |
+43,741
| New | +$2.89M | 1.91% | 16 |
|