LGWM
Litman Gregory 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 | $339K | Hold |
13,853
| – | – | 0.03% | 112 |
|
|
2025
Q1 | $306K | Hold |
13,853
| – | – | 0.03% | 115 |
|
|
2024
Q4 | $321K | Buy |
13,853
+9,235
| +200% | +$214K | 0.03% | 105 |
|
|
2024
Q3 | $313K | Hold |
4,618
| – | – | 0.03% | 113 |
|
|
2024
Q2 | $297K | Hold |
4,618
| – | – | 0.03% | 111 |
|
|
2024
Q1 | $287K | Sell |
4,618
-739
| -14% | -$45.9K | 0.03% | 111 |
|
|
2023
Q4 | $302K | Hold |
5,357
| – | – | 0.03% | 104 |
|
|
2023
Q3 | $271K | Hold |
5,357
| – | – | 0.03% | 107 |
|
|
2023
Q2 | $281K | Buy |
+5,357
| New | +$281K | 0.04% | 73 |
|
|
2022
Q3 | – | Sell |
-4,507
| Closed | -$201K | – | 90 |
|
|
2022
Q2 | $201K | Buy |
+4,507
| New | +$201K | 0.03% | 86 |
|
|
2022
Q1 | – | Sell |
-2,254
| Closed | -$256K | – | 77 |
|
|
2021
Q4 | $256K | Sell |
2,254
-273
| -11% | -$31K | 0.04% | 68 |
|
|
2021
Q3 | $263K | Buy |
2,527
+2,264
| +861% | +$236K | 0.05% | 64 |
|
|
2021
Q2 | $263 | Sell |
263
-2,170
| -89% | -$2.17K | 0.05% | 64 |
|
|
2021
Q1 | $234K | Buy |
2,433
+273
| +13% | +$26.3K | 0.05% | 56 |
|
|
2020
Q4 | $196K | Hold |
2,160
| – | – | 0.04% | 60 |
|
|
2020
Q3 | $174K | Hold |
2,160
| – | – | 0.04% | 58 |
|
|
2020
Q2 | $160K | Hold |
2,160
| – | – | 0.04% | 57 |
|
|
2020
Q1 | $132K | Sell |
2,160
-614
| -22% | -$37.5K | 0.03% | 54 |
|
|
2019
Q4 | $213K | Buy |
+2,774
| New | +$213K | 0.05% | 49 |
|