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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
Q2 		$640K Sell
17,726
-858
-5% -$28.4K 0.04% 202
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 $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SCHA Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.6% in Q2 2026, selling an estimated $28.4K and leaving 17,726 shares worth $640K. The position accounts for 0.04% of the portfolio, ranked #202.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 1,354 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 17,726 shares of Schwab U.S Small- Cap ETF worth $640K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 858 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $28.4K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #202 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 19 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.