GWANC
Guardian Wealth Advisors (North Carolina)’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
13,539
+21
| +0.2% | +$589 | 0.03% | 230 |
|
|
2025
Q1 | $354K | Sell |
13,518
-323
| -2% | -$8.46K | 0.03% | 226 |
|
|
2024
Q4 | $384K | Buy |
13,841
+10,542
| +320% | +$292K | 0.03% | 219 |
|
|
2024
Q3 | $274K | Buy |
3,299
+179
| +6% | +$14.9K | 0.03% | 221 |
|
|
2024
Q2 | $243K | Buy |
3,120
+1,252
| +67% | +$97.5K | 0.03% | 229 |
|
|
2024
Q1 | $152K | Sell |
1,868
-202
| -10% | -$16.4K | 0.02% | 274 |
|
|
2023
Q4 | $156K | Buy |
2,070
+1,139
| +122% | +$85.8K | 0.02% | 249 |
|
|
2023
Q3 | $63K | Sell |
931
-297
| -24% | -$20.1K | 0.01% | 277 |
|
|
2023
Q2 | $87.2K | Buy |
1,228
+4
| +0.3% | +$284 | 0.01% | 254 |
|
|
2023
Q1 | $83.1K | Buy |
1,224
+8
| +0.7% | +$543 | 0.01% | 243 |
|
|
2022
Q4 | $79.8K | Buy |
1,216
+304
| +33% | +$20K | 0.02% | 231 |
|
|
2022
Q3 | $55K | Buy |
912
+4
| +0.4% | +$241 | 0.01% | 233 |
|
|
2022
Q2 | $57K | Sell |
908
-359
| -28% | -$22.5K | 0.01% | 230 |
|
|
2022
Q1 | $96K | Sell |
1,267
-28
| -2% | -$2.12K | 0.04% | 173 |
|
|
2021
Q4 | $104K | Buy |
+1,295
| New | +$104K | 0.04% | 157 |
|