Guardian Wealth Advisors (North Carolina)’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $274K | Buy |
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|
2024
Q2 | $243K | Buy |
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|
2024
Q1 | $152K | Sell |
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|
2023
Q4 | $156K | Buy |
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|
2023
Q3 | $63K | Sell |
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|
2023
Q2 | $87.2K | Buy |
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|
2023
Q1 | $83.1K | Buy |
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|
2022
Q4 | $79.8K | Buy |
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|
2022
Q3 | $55K | Buy |
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|
2022
Q2 | $57K | Sell |
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|
2022
Q1 | $96K | Sell |
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|
2021
Q4 | $104K | Buy |
|