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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
Q2 		$406K Sell
14,018
-19
-0.1% -$532 0.02% 272
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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) reduced its Schwab US Broad Market ETF (SCHB) stake by 0.14% in Q2 2026, selling an estimated $532 and leaving 14,018 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #272.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 14,018 shares of Schwab US Broad Market ETF worth $406K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 19 Schwab US Broad Market ETF shares in Q2 2026, an estimated $532.
  • Schwab US Broad Market ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #272 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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