PGFC
Peapack-Gladstone Financial Corp’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 | $13.5M | Buy |
551,647
+63,315
| +13% | +$1.55M | 0.19% | 129 |
|
|
2025
Q1 | $10.8M | Buy |
488,332
+20,444
| +4% | +$451K | 0.16% | 140 |
|
|
2024
Q4 | $10.8M | Buy |
467,888
+319,600
| +216% | +$7.41M | 0.16% | 138 |
|
|
2024
Q3 | $10.1M | Buy |
148,288
+5,126
| +4% | +$348K | 0.15% | 151 |
|
|
2024
Q2 | $9.2M | Buy |
143,162
+9,298
| +7% | +$597K | 0.14% | 155 |
|
|
2024
Q1 | $8.31M | Buy |
133,864
+27,316
| +26% | +$1.7M | 0.13% | 167 |
|
|
2023
Q4 | $6.01M | Buy |
106,548
+28,371
| +36% | +$1.6M | 0.1% | 188 |
|
|
2023
Q3 | $3.96M | Buy |
78,177
+8,203
| +12% | +$415K | 0.07% | 221 |
|
|
2023
Q2 | $3.66M | Buy |
69,974
+1,537
| +2% | +$80.5K | 0.07% | 238 |
|
|
2023
Q1 | $3.31M | Buy |
68,437
+1,342
| +2% | +$64.9K | 0.06% | 248 |
|
|
2022
Q4 | $3.03M | Buy |
67,095
+527
| +0.8% | +$23.8K | 0.06% | 259 |
|
|
2022
Q3 | $2.82M | Buy |
66,568
+4,437
| +7% | +$188K | 0.06% | 260 |
|
|
2022
Q2 | $2.77M | Buy |
62,131
+2,697
| +5% | +$120K | 0.06% | 240 |
|
|
2022
Q1 | $3.2M | Buy |
59,434
+30,028
| +102% | +$1.62M | 0.06% | 237 |
|
|
2021
Q4 | $3.35M | Buy |
29,406
+291
| +1% | +$33.1K | 0.06% | 230 |
|
|
2021
Q3 | $3.03M | Buy |
29,115
+872
| +3% | +$90.7K | 0.06% | 230 |
|
|
2021
Q2 | $2.94M | Buy |
28,243
+2,669
| +10% | +$278K | 0.07% | 211 |
|
|
2021
Q1 | $2.46M | Buy |
25,574
+20,904
| +448% | +$2.01M | 0.06% | 225 |
|
|
2020
Q4 | $424K | Buy |
4,670
+555
| +13% | +$50.4K | 0.01% | 315 |
|
|
2020
Q3 | $332K | Hold |
4,115
| – | – | 0.01% | 310 |
|
|
2020
Q2 | $305K | Buy |
4,115
+325
| +9% | +$24.1K | 0.01% | 314 |
|
|
2020
Q1 | $232K | Buy |
+3,790
| New | +$232K | 0.01% | 325 |
|