Guardian Financial Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.63M | Buy |
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|
2025
Q2 | $2.33M | Buy |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $1.92M | Buy |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $944K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $839K | Buy |
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|
2022
Q4 | $776K | Buy |
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|
2022
Q3 | $705K | Buy |
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|
2022
Q2 | $699K | Buy |
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|
2022
Q1 | $745K | Buy |
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|
2021
Q4 | $826K | Buy |
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