Guardian Wealth Advisors (North Carolina)’s Schwab US Broad Market ETF SCHB Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$352K	Buy	14,037 +35	+0.2%	+$918	0.02%	264
2025 Q4	$367K	Buy	14,002 +3,826	+38%	+$99.6K	0.02%	265
2025 Q3	$262K	Buy	10,176 +72	+0.7%	+$1.78K	0.02%	306
2025 Q2	$241K	Buy	10,104 +461	+5%	+$10.2K	0.02%	300
2025 Q1	$208K	Buy	9,643 +15	+0.2%	+$341	0.02%	307
2024 Q4	$219K	Buy	9,628 +49	+0.5%	+$1.12K	0.02%	302
2024 Q3	$212K	Buy	9,579 +60	+0.6%	+$1.28K	0.02%	261
2024 Q2	$199K	Buy	9,519 +27	+0.3%	+$547	0.02%	259
2024 Q1	$193K	Buy	9,492 +120	+1%	+$2.32K	0.02%	269
2023 Q4	$174K	Buy	9,372 +630	+7%	+$10.9K	0.03%	247
2023 Q3	$145K	Buy	8,742 +54	+0.6%	+$935	0.02%	249
2023 Q2	$150K	Hold	8,688	–	–	0.03%	238
2023 Q1	$139K	Buy	8,688 +36	+0.4%	+$563	0.02%	227
2022 Q4	$129K	Buy	8,652 +72	+0.8%	+$1.08K	0.02%	215
2022 Q3	$120K	Sell	8,580 -1,971	-19%	-$30.7K	0.02%	207
2022 Q2	$155K	Buy	10,551 +9,279	+729%	+$149K	0.03%	193
2022 Q1	$23K	Buy	1,272 +726	+133%	+$12.7K	0.01%	203
2021 Q4	$10K	Buy	+546	New	+$10K	﹤0.01%	205

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return