Guardian Wealth Advisors (Minnesota)’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $309K | Sell |
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|
2021
Q1 | $297K | Sell |
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|
2020
Q4 | $277K | Buy |
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