Guardian Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.91M | Buy |
405,424
+45,162
| +13% | +$1.1M | 4.45% | 7 |
|
|
2025
Q1 | $7.95M | Buy |
360,262
+31,349
| +10% | +$692K | 3.81% | 7 |
|
|
2024
Q4 | $7.62M | Buy |
328,913
+30,059
| +10% | +$697K | 4.53% | 5 |
|
|
2024
Q3 | $6.76M | Buy |
298,854
+18,399
| +7% | +$416K | 4.23% | 5 |
|
|
2024
Q2 | $6.01M | Buy |
280,455
+8,733
| +3% | +$187K | 3.98% | 6 |
|
|
2024
Q1 | $5.62M | Buy |
271,722
+20,040
| +8% | +$415K | 3.85% | 6 |
|
|
2023
Q4 | $4.73M | Buy |
251,682
+49,788
| +25% | +$936K | 3.88% | 5 |
|
|
2023
Q3 | $3.41M | Buy |
+201,894
| New | +$3.41M | 3.2% | 11 |
|
|
2023
Q2 | – | Sell |
-174,993
| Closed | -$2.82M | – | 35 |
|
|
2023
Q1 | $2.82M | Buy |
174,993
+7,281
| +4% | +$117K | 2.84% | 9 |
|
|
2022
Q4 | $2.52M | Buy |
167,712
+4,341
| +3% | +$65.3K | 2.68% | 9 |
|
|
2022
Q3 | $2.31M | Buy |
163,371
+18,654
| +13% | +$263K | 2.67% | 9 |
|
|
2022
Q2 | $2.15M | Buy |
144,717
+10,080
| +7% | +$150K | 2.41% | 8 |
|
|
2022
Q1 | $2.27M | Buy |
134,637
+6,429
| +5% | +$109K | 2.34% | 8 |
|
|
2021
Q4 | $2.43M | Buy |
+128,208
| New | +$2.43M | 2.32% | 7 |
|