GWAM
Guardian Wealth Advisors (Minnesota)’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
25,717
+46
| +0.2% | +$1.02K | 0.34% | 35 |
|
|
2025
Q1 | $508K | Buy |
25,671
+138
| +0.5% | +$2.73K | 0.33% | 38 |
|
|
2024
Q4 | $472K | Buy |
25,533
+12,982
| +103% | +$240K | 0.3% | 47 |
|
|
2024
Q3 | $516K | Buy |
12,551
+210
| +2% | +$8.64K | 0.32% | 44 |
|
|
2024
Q2 | $474K | Buy |
12,341
+102
| +0.8% | +$3.92K | 0.31% | 46 |
|
|
2024
Q1 | $478K | Buy |
12,239
+6,283
| +105% | +$245K | 0.31% | 48 |
|
|
2023
Q4 | $220K | Sell |
5,956
-7
| -0.1% | -$259 | 0.15% | 70 |
|
|
2023
Q3 | $203K | Buy |
5,963
+10
| +0.2% | +$340 | 0.16% | 69 |
|
|
2023
Q2 | $212K | Buy |
5,953
+62
| +1% | +$2.21K | 0.16% | 69 |
|
|
2023
Q1 | $205K | Buy |
+5,891
| New | +$205K | 0.16% | 67 |
|