Guardian Wealth Advisors (North Carolina)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9K | Hold |
1,044
| – | – | ﹤0.01% | 435 |
|
|
2025
Q1 | $27.8K | Hold |
1,044
| – | – | ﹤0.01% | 418 |
|
|
2024
Q4 | $27.2K | Hold |
1,044
| – | – | ﹤0.01% | 397 |
|
|
2024
Q3 | $28K | Hold |
1,044
| – | – | ﹤0.01% | 337 |
|
|
2024
Q2 | $25.8K | Sell |
1,044
-2,184
| -68% | -$53.9K | ﹤0.01% | 331 |
|
|
2024
Q1 | $81.8K | Hold |
3,228
| – | – | 0.01% | 294 |
|
|
2023
Q4 | $75.4K | Hold |
3,228
| – | – | 0.01% | 277 |
|
|
2023
Q3 | $69.4K | Hold |
3,228
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $72.2K | Hold |
3,228
| – | – | 0.01% | 261 |
|
|
2023
Q1 | $70.6K | Hold |
3,228
| – | – | 0.01% | 249 |
|
|
2022
Q4 | $71K | Hold |
3,228
| – | – | 0.01% | 237 |
|
|
2022
Q3 | $63K | Hold |
3,228
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $67K | Buy |
+3,228
| New | +$67K | 0.01% | 221 |
|