GWM
GSB Wealth Management’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 | $493K | Sell |
20,147
-661
| -3% | -$16.2K | 0.12% | 141 |
|
|
2025
Q1 | $459K | Sell |
20,808
-1
| -0% | -$22 | 0.12% | 143 |
|
|
2024
Q4 | $482K | Buy |
20,809
+13,806
| +197% | +$320K | 0.12% | 142 |
|
|
2024
Q3 | $475K | Sell |
7,003
-1,580
| -18% | -$107K | 0.12% | 146 |
|
|
2024
Q2 | $551K | Buy |
8,583
+73
| +0.9% | +$4.69K | 0.15% | 138 |
|
|
2024
Q1 | $528K | Sell |
8,510
-113
| -1% | -$7.01K | 0.15% | 141 |
|
|
2023
Q4 | $486K | Buy |
8,623
+2,356
| +38% | +$133K | 0.15% | 137 |
|
|
2023
Q3 | $317K | Sell |
6,267
-2,242
| -26% | -$113K | 0.11% | 154 |
|
|
2023
Q2 | $446K | Sell |
8,509
-104,106
| -92% | -$5.45M | 0.14% | 137 |
|
|
2023
Q1 | $5.1M | Buy |
112,615
+1,620
| +1% | +$73.4K | 1.67% | 9 |
|
|
2022
Q4 | $5.01M | Buy |
110,995
+4,891
| +5% | +$221K | 1.79% | 4 |
|
|
2022
Q3 | $4.49M | Buy |
106,104
+17,653
| +20% | +$748K | 1.63% | 9 |
|
|
2022
Q2 | $3.95M | Sell |
88,451
-5,440
| -6% | -$243K | 1.35% | 12 |
|
|
2022
Q1 | $5.06M | Buy |
93,891
+81,235
| +642% | +$4.37M | 1.48% | 12 |
|
|
2021
Q4 | $1.44M | Buy |
12,656
+344
| +3% | +$39.1K | 0.41% | 84 |
|
|
2021
Q3 | $1.28M | Sell |
12,312
-29
| -0.2% | -$3.02K | 0.66% | 48 |
|
|
2021
Q2 | $1.28M | Buy |
12,341
+1,573
| +15% | +$164K | 0.4% | 84 |
|
|
2021
Q1 | $1.03M | Buy |
+10,768
| New | +$1.03M | 0.34% | 95 |
|