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Gries Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gries Financial’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$390K Hold
14,802
– – 0.06% 201
2025
Q2 		$362K Sell
14,802
-8,028
-35% -$182K 0.07% 196
2025
Q1 		$504K Hold
22,830
– – 0.1% 164
2024
Q4 		$529K Sell
22,830
-4,536
-17% -$106K 0.09% 162
2024
Q3 		$619K Hold
27,366
– – 0.12% 150
2024
Q2 		$586K Hold
27,366
– – 0.12% 137
2024
Q1 		$566K Hold
27,366
– – 0.09% 161
2023
Q4 		$514K Buy
27,366
+4,536
+20% +$79.7K 0.11% 125
2023
Q3 		$385K Sell
22,830
-4,536
-17% -$79.6K 0.1% 134
2023
Q2 		$478K Hold
27,366
– – 0.13% 115
2023
Q1 		$441K Hold
27,366
– – 0.13% 122
2022
Q4 		$412K Buy
+27,366
New +$414K 0.14% 115
2022
Q3 		– Sell
-27,366
Closed -$407K – 153
2022
Q2 		$407K Hold
27,366
– – 0.19% 94
2022
Q1 		$491K Hold
27,366
– – 0.18% 106
2021
Q4 		$519K Buy
27,366
+12,564
+85% +$232K 0.21% 106
2021
Q3 		$257K Hold
14,802
– – 0.08% 145
2021
Q2 		$263K Hold
14,802
– – 0.08% 141
2021
Q1 		$244K Buy
+14,802
New +$232K 0.08% 151

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