Guardian Wealth Advisors (North Carolina)’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99K | Sell |
94
-166
| -64% | -$3.51K | ﹤0.01% | 527 |
|
|
2025
Q1 | $5.59K | Buy |
260
+159
| +157% | +$3.42K | ﹤0.01% | 482 |
|
|
2024
Q4 | $2.13K | Buy |
+101
| New | +$2.13K | ﹤0.01% | 485 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$4.06K | – | 461 |
|
|
2024
Q1 | $4.06K | Sell |
200
-351
| -64% | -$7.13K | ﹤0.01% | 411 |
|
|
2023
Q4 | $11.4K | Buy |
551
+351
| +176% | +$7.27K | ﹤0.01% | 379 |
|
|
2023
Q3 | $3.55K | Hold |
200
| – | – | ﹤0.01% | 383 |
|
|
2023
Q2 | $3.91K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
|
2023
Q1 | $3.9K | Hold |
200
| – | – | ﹤0.01% | 366 |
|
|
2022
Q4 | $3.86K | Hold |
200
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 313 |
|
|
2022
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 323 |
|