Guardian Wealth Advisors (North Carolina)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
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|
2025
Q1 | $450K | Buy |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $468K | Buy |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $259K | Buy |
|