Guardian Wealth Advisors (North Carolina)’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $262K | Buy |
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|
2025
Q2 | $241K | Buy |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | $219K | Buy |
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|
2024
Q3 | $212K | Buy |
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|
2024
Q2 | $199K | Buy |
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|
2024
Q1 | $193K | Buy |
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|
2023
Q4 | $174K | Buy |
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|
2023
Q3 | $145K | Buy |
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|
2023
Q2 | $150K | Hold |
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|
2023
Q1 | $139K | Buy |
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|
2022
Q4 | $129K | Buy |
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|
2022
Q3 | $120K | Sell |
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|
2022
Q2 | $155K | Buy |
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|
2022
Q1 | $23K | Buy |
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|
2021
Q4 | $10K | Buy |
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