PAG
Powers Advisory Group’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 | $29.5M | Buy |
1,207,947
+10,106
| +0.8% | +$247K | 12.98% | 1 |
|
2025
Q1 | $26.4M | Buy |
1,197,841
+1,445
| +0.1% | +$31.9K | 12.6% | 1 |
|
2024
Q4 | $27.7M | Buy |
1,196,396
+793,383
| +197% | +$18.4M | 13.88% | 1 |
|
2024
Q3 | $27.3M | Buy |
403,013
+858
| +0.2% | +$58.2K | 13.64% | 1 |
|
2024
Q2 | $25.8M | Buy |
402,155
+2,113
| +0.5% | +$136K | 14.09% | 1 |
|
2024
Q1 | $24.8M | Sell |
400,042
-3,087
| -0.8% | -$192K | 14.19% | 1 |
|
2023
Q4 | $22.7M | Buy |
403,129
+3,056
| +0.8% | +$172K | 14.03% | 1 |
|
2023
Q3 | $20.2M | Buy |
400,073
+9,564
| +2% | +$484K | 13.75% | 1 |
|
2023
Q2 | $20.5M | Sell |
390,509
-1,558
| -0.4% | -$81.6K | 13.56% | 1 |
|
2023
Q1 | $19M | Buy |
392,067
+8,525
| +2% | +$412K | 13.26% | 1 |
|
2022
Q4 | $17.3M | Buy |
383,542
+3,742
| +1% | +$169K | 12.76% | 1 |
|
2022
Q3 | $16.1M | Buy |
379,800
+13,141
| +4% | +$557K | 12.83% | 1 |
|
2022
Q2 | $16.4M | Buy |
366,659
+6,425
| +2% | +$287K | 12.6% | 1 |
|
2022
Q1 | $19.4M | Buy |
360,234
+189,354
| +111% | +$10.2M | 13.5% | 1 |
|
2021
Q4 | $19.5M | Buy |
+170,880
| New | +$19.5M | 13.71% | 1 |
|