Guardian Wealth Advisors (North Carolina)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
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|
2025
Q1 | $193K | Buy |
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|
2024
Q4 | $130K | Buy |
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|
2024
Q3 | $120K | Hold |
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|
2024
Q2 | $116K | Sell |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $78K | Sell |
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|
2021
Q4 | $102K | Buy |
|