Guardian Wealth Advisors (North Carolina)’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
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|
2025
Q1 | $2.04M | Sell |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $2.04M | Sell |
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|
2024
Q2 | $1.96M | Buy |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $612K | Buy |
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|
2023
Q2 | $495K | Buy |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $138K | Buy |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | $2K | Buy |
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