Guardian Wealth Advisors (North Carolina)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
7,804
+91
| +1% | +$2.66K | 0.02% | 310 |
|
|
2025
Q1 | $193K | Buy |
7,713
+3,061
| +66% | +$76.7K | 0.02% | 316 |
|
|
2024
Q4 | $130K | Buy |
4,652
+32
| +0.7% | +$892 | 0.01% | 323 |
|
|
2024
Q3 | $120K | Hold |
4,620
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $116K | Sell |
4,620
-4,544
| -50% | -$115K | 0.01% | 266 |
|
|
2024
Q1 | $212K | Sell |
9,164
-4,600
| -33% | -$107K | 0.03% | 260 |
|
|
2023
Q4 | $286K | Sell |
13,764
-260
| -2% | -$5.39K | 0.04% | 195 |
|
|
2023
Q3 | $255K | Sell |
14,024
-744
| -5% | -$13.5K | 0.04% | 199 |
|
|
2023
Q2 | $277K | Buy |
14,768
+828
| +6% | +$15.5K | 0.05% | 178 |
|
|
2023
Q1 | $227K | Sell |
13,940
-756
| -5% | -$12.3K | 0.04% | 200 |
|
|
2022
Q4 | $204K | Buy |
14,696
+272
| +2% | +$3.78K | 0.04% | 196 |
|
|
2022
Q3 | $201K | Sell |
14,424
-20
| -0.1% | -$279 | 0.04% | 189 |
|
|
2022
Q2 | $209K | Buy |
14,444
+10,292
| +248% | +$149K | 0.04% | 182 |
|
|
2022
Q1 | $78K | Sell |
4,152
-848
| -17% | -$15.9K | 0.03% | 180 |
|
|
2021
Q4 | $102K | Buy |
+5,000
| New | +$102K | 0.04% | 159 |
|