Guardian Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.7M | Sell |
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|
2025
Q2 | $9.91M | Buy |
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|
2025
Q1 | $7.95M | Buy |
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|
2024
Q4 | $7.62M | Buy |
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|
2024
Q3 | $6.76M | Buy |
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|
2024
Q2 | $6.01M | Buy |
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|
2024
Q1 | $5.62M | Buy |
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|
2023
Q4 | $4.73M | Buy |
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|
2023
Q3 | $3.41M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.82M | Buy |
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|
2022
Q4 | $2.52M | Buy |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $2.15M | Buy |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $2.43M | Buy |
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