Guardian Wealth Advisors (North Carolina)’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
21,301
-1,220
| -5% | -$27K | 0.03% | 204 |
|
|
2025
Q1 | $445K | Buy |
22,521
+10,746
| +91% | +$213K | 0.04% | 198 |
|
|
2024
Q4 | $218K | Sell |
11,775
-315
| -3% | -$5.83K | 0.02% | 302 |
|
|
2024
Q3 | $249K | Buy |
12,090
+46
| +0.4% | +$946 | 0.03% | 238 |
|
|
2024
Q2 | $231K | Buy |
12,044
+972
| +9% | +$18.7K | 0.03% | 239 |
|
|
2024
Q1 | $216K | Buy |
11,072
+5,540
| +100% | +$108K | 0.03% | 258 |
|
|
2023
Q4 | $102K | Buy |
5,532
+160
| +3% | +$2.96K | 0.02% | 266 |
|
|
2023
Q3 | $91.2K | Buy |
5,372
+1,144
| +27% | +$19.4K | 0.02% | 264 |
|
|
2023
Q2 | $75.4K | Buy |
4,228
+24
| +0.6% | +$428 | 0.01% | 258 |
|
|
2023
Q1 | $73.2K | Buy |
4,204
+22
| +0.5% | +$383 | 0.01% | 247 |
|
|
2022
Q4 | $67.4K | Sell |
4,182
-1,894
| -31% | -$30.5K | 0.01% | 241 |
|
|
2022
Q3 | $85K | Buy |
6,076
+994
| +20% | +$13.9K | 0.02% | 216 |
|
|
2022
Q2 | $80K | Buy |
5,082
+3,696
| +267% | +$58.2K | 0.01% | 211 |
|
|
2022
Q1 | $25K | Hold |
1,386
| – | – | 0.01% | 201 |
|
|
2021
Q4 | $27K | Buy |
+1,386
| New | +$27K | 0.01% | 187 |
|