GAA
Guardian Asset Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
10,432
-299
| -3% | -$8.3K | 0.17% | 91 |
|
|
2025
Q1 | $279K | Sell |
10,731
-4,449
| -29% | -$116K | 0.18% | 86 |
|
|
2024
Q4 | $395K | Buy |
15,180
+7,300
| +93% | +$190K | 0.25% | 70 |
|
|
2024
Q3 | $630K | Sell |
7,880
-5,927
| -43% | -$474K | 0.43% | 45 |
|
|
2024
Q2 | $1.02M | Sell |
13,807
-1,729
| -11% | -$128K | 0.75% | 32 |
|
|
2024
Q1 | $1.18M | Sell |
15,536
-8,392
| -35% | -$638K | 0.98% | 26 |
|
|
2023
Q4 | $1.68M | Buy |
+23,928
| New | +$1.68M | 1.57% | 17 |
|