GWAM
Guardian Wealth Advisors (Minnesota)’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
10,346
| – | – | 0.15% | 63 |
|
|
2025
Q1 | $228K | Hold |
10,346
| – | – | 0.15% | 70 |
|
|
2024
Q4 | $240K | Buy |
10,346
+6,897
| +200% | +$160K | 0.15% | 67 |
|
|
2024
Q3 | $234K | Hold |
3,449
| – | – | 0.14% | 72 |
|
|
2024
Q2 | $222K | Hold |
3,449
| – | – | 0.14% | 71 |
|
|
2024
Q1 | $214K | Buy |
+3,449
| New | +$214K | 0.14% | 75 |
|