Guardian Asset Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Guardian Asset Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$289K	Sell
2025 Q1	$279K	Sell
2024 Q4	$395K	Sell
2024 Q3	$630K	Sell
2024 Q2	$1.02M	Sell
2024 Q1	$1.18M	Sell
2023 Q4	$1.68M	Buy