GWAM
Guardian Wealth Advisors (Minnesota)’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
11,943
+318
| +3% | +$8.92K | 0.2% | 50 |
|
|
2025
Q1 | $305K | Buy |
11,625
+189
| +2% | +$4.95K | 0.2% | 59 |
|
|
2024
Q4 | $317K | Buy |
11,436
+7,702
| +206% | +$213K | 0.2% | 56 |
|
|
2024
Q3 | $310K | Sell |
3,734
-937
| -20% | -$77.9K | 0.19% | 61 |
|
|
2024
Q2 | $364K | Buy |
4,671
+39
| +0.8% | +$3.04K | 0.24% | 55 |
|
|
2024
Q1 | $377K | Buy |
4,632
+57
| +1% | +$4.64K | 0.25% | 52 |
|
|
2023
Q4 | $345K | Buy |
4,575
+256
| +6% | +$19.3K | 0.24% | 52 |
|
|
2023
Q3 | $292K | Sell |
4,319
-132
| -3% | -$8.93K | 0.22% | 54 |
|
|
2023
Q2 | $316K | Buy |
4,451
+34
| +0.8% | +$2.42K | 0.23% | 54 |
|
|
2023
Q1 | $300K | Buy |
4,417
+122
| +3% | +$8.28K | 0.23% | 54 |
|
|
2022
Q4 | $282K | Buy |
4,295
+158
| +4% | +$10.4K | 0.25% | 53 |
|
|
2022
Q3 | $250K | Buy |
4,137
+11
| +0.3% | +$665 | 0.24% | 55 |
|
|
2022
Q2 | $259K | Sell |
4,126
-67
| -2% | -$4.21K | 0.24% | 55 |
|
|
2022
Q1 | $318K | Buy |
4,193
+143
| +4% | +$10.8K | 0.26% | 51 |
|
|
2021
Q4 | $326K | Buy |
4,050
+36
| +0.9% | +$2.9K | 0.26% | 51 |
|
|
2021
Q3 | $308K | Buy |
4,014
+61
| +2% | +$4.68K | 0.27% | 51 |
|
|
2021
Q2 | $309K | Sell |
3,953
-33
| -0.8% | -$2.58K | 0.27% | 52 |
|
|
2021
Q1 | $297K | Sell |
3,986
-75
| -2% | -$5.59K | 0.28% | 53 |
|
|
2020
Q4 | $277K | Buy |
+4,061
| New | +$277K | 0.27% | 55 |
|