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Guardian Wealth Advisors (North Carolina)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$540K Buy
18,584
+5
+0% +$150 0.03% 209
2025
Q4 		$529K Buy
18,579
+126
+0.7% +$3.56K 0.03% 210
2025
Q3 		$515K Sell
18,453
-212
-1% -$5.67K 0.03% 205
2025
Q2 		$472K Sell
18,665
-558
-3% -$13.2K 0.03% 203
2025
Q1 		$450K Buy
19,223
+600
+3% +$15.3K 0.04% 197
2024
Q4 		$482K Buy
18,623
+439
+2% +$11.7K 0.04% 195
2024
Q3 		$468K Buy
18,184
+102
+0.6% +$2.53K 0.05% 171
2024
Q2 		$429K Hold
18,082
– – 0.05% 172
2024
Q1 		$445K Buy
18,082
+24
+0.1% +$562 0.05% 172
2023
Q4 		$427K Sell
18,058
-162
-0.9% -$3.41K 0.06% 152
2023
Q3 		$377K Buy
18,220
+54
+0.3% +$1.19K 0.06% 152
2023
Q2 		$398K Buy
18,166
+748
+4% +$15.6K 0.07% 145
2023
Q1 		$365K Buy
17,418
+496
+3% +$10.7K 0.06% 148
2022
Q4 		$343K Buy
16,922
+242
+1% +$4.96K 0.07% 141
2022
Q3 		$315K Sell
16,680
-522
-3% -$10.9K 0.06% 144
2022
Q2 		$335K Buy
17,202
+7,058
+70% +$151K 0.06% 136
2022
Q1 		$240K Buy
10,144
+16
+0.2% +$378 0.1% 144
2021
Q4 		$259K Buy
+10,128
New +$262K 0.11% 131

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SCHA Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.03% in Q1 2026, buying an estimated $150 and bringing the position to 18,584 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #209.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 18,584 shares of Schwab U.S Small- Cap ETF worth $540K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 5 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $150.
  • Schwab U.S Small- Cap ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #209 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.