Guardian Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
11,187
+2
| +0% | +$48 | 0.12% | 54 |
|
|
2025
Q1 | $241K | Buy |
11,185
+3
| +0% | +$65 | 0.12% | 54 |
|
|
2024
Q4 | $254K | Buy |
11,182
+238
| +2% | +$5.4K | 0.15% | 47 |
|
|
2024
Q3 | $243K | Hold |
10,944
| – | – | 0.15% | 42 |
|
|
2024
Q2 | $229K | Hold |
10,944
| – | – | 0.15% | 43 |
|
|
2024
Q1 | $223K | Sell |
10,944
-27
| -0.2% | -$549 | 0.15% | 44 |
|
|
2023
Q4 | $204K | Buy |
+10,971
| New | +$204K | 0.17% | 44 |
|
|
2022
Q2 | – | Sell |
-12,222
| Closed | -$204K | – | 43 |
|
|
2022
Q1 | $204K | Sell |
12,222
-288
| -2% | -$4.81K | 0.21% | 37 |
|
|
2021
Q4 | $236K | Buy |
+12,510
| New | +$236K | 0.23% | 34 |
|