HHGA
Halbert Hargrove Global Advisors’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 | $106K | Hold |
4,328
| – | – | 0.01% | 101 |
|
|
2025
Q1 | $95.6K | Hold |
4,328
| – | – | 0.01% | 106 |
|
|
2024
Q4 | $100K | Buy |
+4,328
| New | +$100K | 0.01% | 100 |
|
|
2024
Q1 | – | Sell |
-7,257
| Closed | -$409K | – | 98 |
|
|
2023
Q4 | $409K | Hold |
7,257
| – | – | 0.03% | 62 |
|
|
2023
Q3 | $367K | Hold |
7,257
| – | – | 0.03% | 62 |
|
|
2023
Q2 | $380K | Hold |
7,257
| – | – | 0.03% | 61 |
|
|
2023
Q1 | $351K | Hold |
7,257
| – | – | 0.02% | 93 |
|
|
2022
Q4 | $328K | Hold |
7,257
| – | – | 0.02% | 97 |
|
|
2022
Q3 | $307K | Hold |
7,257
| – | – | 0.02% | 98 |
|
|
2022
Q2 | $324K | Hold |
7,257
| – | – | 0.02% | 94 |
|
|
2022
Q1 | $391K | Buy |
7,257
+3,630
| +100% | +$196K | 0.03% | 88 |
|
|
2021
Q4 | $413K | Buy |
3,627
+3
| +0.1% | +$342 | 0.03% | 84 |
|
|
2021
Q3 | $377K | Buy |
3,624
+2
| +0.1% | +$208 | 0.03% | 82 |
|
|
2021
Q2 | $377K | Buy |
3,622
+3
| +0.1% | +$312 | 0.02% | 82 |
|
|
2021
Q1 | $348K | Buy |
3,619
+712
| +24% | +$68.5K | 0.03% | 79 |
|
|
2020
Q4 | $264K | Hold |
2,907
| – | – | 0.02% | 86 |
|
|
2020
Q3 | $234K | Hold |
2,907
| – | – | 0.02% | 85 |
|
|
2020
Q2 | $215K | Buy |
+2,907
| New | +$215K | 0.03% | 76 |
|