Gries Financial’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 | $390K | Hold |
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|
2025
Q2 | $362K | Sell |
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|
2025
Q1 | $504K | Hold |
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|
2024
Q4 | $529K | Sell |
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|
2024
Q3 | $619K | Hold |
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|
2024
Q2 | $586K | Hold |
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|
2024
Q1 | $566K | Hold |
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|
2023
Q4 | $514K | Buy |
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $478K | Hold |
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|
2023
Q1 | $441K | Hold |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $407K | Hold |
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|
2022
Q1 | $491K | Hold |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $257K | Hold |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $244K | Buy |
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