Guardian Wealth Advisors (North Carolina)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-572	Closed	-$12.8K	–	561
2025 Q1	$12.8K	Buy	572 +560	+4,667%	+$12.6K	﹤0.01%	450
2024 Q4	$265	Buy	+12	New	+$265	﹤0.01%	507