Guardian Wealth Advisors (North Carolina)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-341	Closed	-$15.9K	–	551
2026 Q1	$15.9K	Buy	+341	New	+$16.5K	﹤0.01%	519
2025 Q3	–	Sell	-182	Closed	-$7.75K	–	505
2025 Q2	$7.75K	Sell	182 -7	-4%	-$271	﹤0.01%	493
2025 Q1	$6.78K	Hold	189	–	–	﹤0.01%	473
2024 Q4	$6.49K	Buy	189 +123	+186%	+$4.48K	﹤0.01%	457
2024 Q3	$2.54K	Hold	66	–	–	﹤0.01%	424
2024 Q2	$2.35K	Sell	66 -275	-81%	-$9.8K	﹤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	+$11.8K	﹤0.01%	284

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026, closing a stake of 341 shares — an estimated $15.9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHC in Q2 2022 and held it in 14 quarters. The position peaked at $15.9K in Q1 2026. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 341 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $15.9K.
Guardian Wealth Advisors (North Carolina) first reported a position in Schwab International Small-Cap Equity ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s Schwab International Small-Cap Equity ETF position peaked at $15.9K in Q1 2026.
519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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