Schechter Investment Advisors’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Schechter Investment Advisors’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$225K	Sell	2,042 -65	-3%	-$7.52K	0.02%	533
2024 Q4	$243K	Hold	2,107	–	–	0.02%	530
2024 Q3	$238K	Sell	2,107 -730	-26%	-$79.3K	0.02%	548
2024 Q2	$303K	Hold	2,837	–	–	0.02%	473
2024 Q1	$294K	Hold	2,837	–	–	0.02%	502
2023 Q4	$266K	Hold	2,837	–	–	0.02%	491
2023 Q3	$239K	Hold	2,837	–	–	0.02%	508
2023 Q2	$248K	Hold	2,837	–	–	0.02%	533
2023 Q1	$230K	Hold	2,837	–	–	0.02%	580
2022 Q4	$216K	Buy	+2,837	New	+$217K	0.02%	732
2022 Q3	–	Sell	-2,716	Closed	-$204K	–	966
2022 Q2	$204K	Sell	2,716 -635	-19%	-$51.5K	0.02%	837
2022 Q1	$298K	Sell	3,351 -657	-16%	-$58K	0.03%	709
2021 Q4	$381K	Buy	+4,008	New	+$368K	0.03%	598

Other funds holding GSLC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Schechter Investment Advisors's GSLC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 3.1% in Q1 2025, selling an estimated $7.52K and leaving 2,042 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #533.

Schechter Investment Advisors first reported a position in GSLC in Q4 2021 and has held it in 13 quarters since. The position peaked at $381K in Q4 2021. 538 funds tracked by Wall St. Rank hold GSLC as of Q1 2025.

Schechter Investment Advisors held 2,042 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $225K as of Q1 2025.
Schechter Investment Advisors sold 65 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2025, an estimated $7.52K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #533 holding.
Schechter Investment Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2021 and has held it in 13 quarters since.
Schechter Investment Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $381K in Q4 2021.
538 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.