Guardian Wealth Advisors (North Carolina)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Sell |
4,143
-189
| -4% | -$5.7K | 0.01% | 352 |
|
|
2025
Q1 | $119K | Hold |
4,332
| – | – | 0.01% | 337 |
|
|
2024
Q4 | $115K | Buy |
4,332
+334
| +8% | +$8.89K | 0.01% | 331 |
|
|
2024
Q3 | $117K | Buy |
3,998
+492
| +14% | +$14.4K | 0.01% | 277 |
|
|
2024
Q2 | $93.1K | Buy |
3,506
+463
| +15% | +$12.3K | 0.01% | 278 |
|
|
2024
Q1 | $76.8K | Buy |
3,043
+596
| +24% | +$15K | 0.01% | 295 |
|
|
2023
Q4 | $60.6K | Buy |
2,447
+64
| +3% | +$1.59K | 0.01% | 286 |
|
|
2023
Q3 | $57K | Buy |
2,383
+256
| +12% | +$6.13K | 0.01% | 283 |
|
|
2023
Q2 | $52.4K | Buy |
2,127
+421
| +25% | +$10.4K | 0.01% | 279 |
|
|
2023
Q1 | $41.8K | Buy |
1,706
+39
| +2% | +$956 | 0.01% | 281 |
|
|
2022
Q4 | $39.5K | Sell |
1,667
-841
| -34% | -$19.9K | 0.01% | 270 |
|
|
2022
Q3 | $56K | Buy |
2,508
+353
| +16% | +$7.88K | 0.01% | 232 |
|
|
2022
Q2 | $55K | Buy |
+2,155
| New | +$55K | 0.01% | 232 |
|
|
2022
Q1 | – | Sell |
-204
| Closed | -$6K | – | 278 |
|
|
2021
Q4 | $6K | Buy |
+204
| New | +$6K | ﹤0.01% | 219 |
|