Guardian Wealth Advisors (North Carolina)’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99K | Sell |
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|
2025
Q1 | $5.59K | Buy |
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|
2024
Q4 | $2.13K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.06K | Sell |
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|
2023
Q4 | $11.4K | Buy |
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|
2023
Q3 | $3.55K | Hold |
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|
2023
Q2 | $3.91K | Hold |
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|
2023
Q1 | $3.9K | Hold |
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|
2022
Q4 | $3.86K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Buy |
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