GWANC
Guardian Wealth Advisors (North Carolina)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.75K | Sell |
182
-7
| -4% | -$298 | ﹤0.01% | 493 |
|
|
2025
Q1 | $6.78K | Hold |
189
| – | – | ﹤0.01% | 473 |
|
|
2024
Q4 | $6.49K | Buy |
189
+123
| +186% | +$4.22K | ﹤0.01% | 456 |
|
|
2024
Q3 | $2.54K | Hold |
66
| – | – | ﹤0.01% | 423 |
|
|
2024
Q2 | $2.35K | Sell |
66
-275
| -81% | -$9.78K | ﹤0.01% | 410 |
|
|
2024
Q1 | $12.2K | Hold |
341
| – | – | ﹤0.01% | 382 |
|
|
2023
Q4 | $11.9K | Hold |
341
| – | – | ﹤0.01% | 377 |
|
|
2023
Q3 | $11K | Hold |
341
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $11.5K | Hold |
341
| – | – | ﹤0.01% | 340 |
|
|
2023
Q1 | $11.5K | Hold |
341
| – | – | ﹤0.01% | 334 |
|
|
2022
Q4 | $10.7K | Hold |
341
| – | – | ﹤0.01% | 317 |
|
|
2022
Q3 | $9K | Hold |
341
| – | – | ﹤0.01% | 294 |
|
|
2022
Q2 | $11K | Buy |
+341
| New | +$11K | ﹤0.01% | 284 |
|