GWANC
Guardian Wealth Advisors (North Carolina)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
18,665
-558
| -3% | -$14.1K | 0.03% | 203 |
|
|
2025
Q1 | $450K | Buy |
19,223
+600
| +3% | +$14.1K | 0.04% | 197 |
|
|
2024
Q4 | $482K | Buy |
18,623
+9,531
| +105% | +$246K | 0.04% | 194 |
|
|
2024
Q3 | $468K | Buy |
9,092
+51
| +0.6% | +$2.63K | 0.05% | 170 |
|
|
2024
Q2 | $429K | Hold |
9,041
| – | – | 0.05% | 172 |
|
|
2024
Q1 | $445K | Buy |
9,041
+12
| +0.1% | +$591 | 0.05% | 172 |
|
|
2023
Q4 | $427K | Sell |
9,029
-81
| -0.9% | -$3.83K | 0.06% | 152 |
|
|
2023
Q3 | $377K | Buy |
9,110
+27
| +0.3% | +$1.12K | 0.06% | 152 |
|
|
2023
Q2 | $398K | Buy |
9,083
+374
| +4% | +$16.4K | 0.07% | 145 |
|
|
2023
Q1 | $365K | Buy |
8,709
+248
| +3% | +$10.4K | 0.06% | 148 |
|
|
2022
Q4 | $343K | Buy |
8,461
+121
| +1% | +$4.9K | 0.07% | 141 |
|
|
2022
Q3 | $315K | Sell |
8,340
-261
| -3% | -$9.86K | 0.06% | 144 |
|
|
2022
Q2 | $335K | Buy |
8,601
+3,529
| +70% | +$137K | 0.06% | 136 |
|
|
2022
Q1 | $240K | Buy |
5,072
+2,540
| +100% | +$120K | 0.1% | 144 |
|
|
2021
Q4 | $259K | Buy |
+2,532
| New | +$259K | 0.11% | 131 |
|