GWANC
Guardian Wealth Advisors (North Carolina)’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
76,840
+1,140
| +2% | +$34K | 0.16% | 89 |
|
|
2025
Q1 | $2.04M | Sell |
75,700
-3,132
| -4% | -$84.3K | 0.16% | 86 |
|
|
2024
Q4 | $2.23M | Buy |
78,832
+41,941
| +114% | +$1.19M | 0.18% | 80 |
|
|
2024
Q3 | $2.04M | Sell |
36,891
-512
| -1% | -$28.3K | 0.22% | 63 |
|
|
2024
Q2 | $1.96M | Buy |
37,403
+3,203
| +9% | +$168K | 0.23% | 62 |
|
|
2024
Q1 | $1.73M | Buy |
34,200
+8,046
| +31% | +$408K | 0.21% | 69 |
|
|
2023
Q4 | $1.2M | Buy |
26,154
+11,324
| +76% | +$522K | 0.18% | 77 |
|
|
2023
Q3 | $612K | Buy |
14,830
+3,268
| +28% | +$135K | 0.1% | 106 |
|
|
2023
Q2 | $495K | Buy |
11,562
+3,027
| +35% | +$129K | 0.08% | 125 |
|
|
2023
Q1 | $338K | Buy |
8,535
+925
| +12% | +$36.6K | 0.06% | 157 |
|
|
2022
Q4 | $281K | Buy |
7,610
+3,620
| +91% | +$134K | 0.05% | 157 |
|
|
2022
Q3 | $138K | Buy |
3,990
+3,550
| +807% | +$123K | 0.03% | 199 |
|
|
2022
Q2 | $16K | Buy |
440
+150
| +52% | +$5.46K | ﹤0.01% | 274 |
|
|
2022
Q1 | $13K | Buy |
290
+250
| +625% | +$11.2K | 0.01% | 210 |
|
|
2021
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 233 |
|