GWANC
Guardian Wealth Advisors (North Carolina)’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
10,104
+461
| +5% | +$11K | 0.02% | 300 |
|
|
2025
Q1 | $208K | Buy |
9,643
+15
| +0.2% | +$323 | 0.02% | 307 |
|
|
2024
Q4 | $219K | Buy |
9,628
+6,435
| +202% | +$146K | 0.02% | 301 |
|
|
2024
Q3 | $212K | Buy |
3,193
+20
| +0.6% | +$1.33K | 0.02% | 260 |
|
|
2024
Q2 | $199K | Buy |
3,173
+9
| +0.3% | +$566 | 0.02% | 259 |
|
|
2024
Q1 | $193K | Buy |
3,164
+40
| +1% | +$2.44K | 0.02% | 269 |
|
|
2023
Q4 | $174K | Buy |
3,124
+210
| +7% | +$11.7K | 0.03% | 247 |
|
|
2023
Q3 | $145K | Buy |
2,914
+18
| +0.6% | +$897 | 0.02% | 249 |
|
|
2023
Q2 | $150K | Hold |
2,896
| – | – | 0.03% | 238 |
|
|
2023
Q1 | $139K | Buy |
2,896
+12
| +0.4% | +$574 | 0.02% | 227 |
|
|
2022
Q4 | $129K | Buy |
2,884
+24
| +0.8% | +$1.08K | 0.02% | 215 |
|
|
2022
Q3 | $120K | Sell |
2,860
-657
| -19% | -$27.6K | 0.02% | 207 |
|
|
2022
Q2 | $155K | Buy |
3,517
+3,093
| +729% | +$136K | 0.03% | 193 |
|
|
2022
Q1 | $23K | Buy |
424
+333
| +366% | +$18.1K | 0.01% | 203 |
|
|
2021
Q4 | $10K | Buy |
+91
| New | +$10K | ﹤0.01% | 205 |
|