Guardian Wealth Advisors (North Carolina)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9K | Hold |
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|
2025
Q1 | $27.8K | Hold |
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|
2024
Q4 | $27.2K | Hold |
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|
2024
Q3 | $28K | Hold |
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|
2024
Q2 | $25.8K | Sell |
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|
2024
Q1 | $81.8K | Hold |
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|
2023
Q4 | $75.4K | Hold |
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|
2023
Q3 | $69.4K | Hold |
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|
2023
Q2 | $72.2K | Hold |
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|
2023
Q1 | $70.6K | Hold |
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|
2022
Q4 | $71K | Hold |
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|
2022
Q3 | $63K | Hold |
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|
2022
Q2 | $67K | Buy |
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