GWANC
SCHV

Guardian Wealth Advisors (North Carolina)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,699
Closed -$143K – 553
2026
Q1 		$143K Buy
+4,699
New +$146K 0.01% 371
2025
Q3 		– Sell
-1,044
Closed -$28.9K – 509
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% 398
2024
Q3 		$28K Hold
1,044
– – ﹤0.01% 338
2024
Q2 		$25.8K Sell
1,044
-2,184
-68% -$54K ﹤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 +$72.5K 0.01% 221

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SCHV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 4,699 shares — an estimated $143K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHV in Q2 2022 and held it in 14 quarters. The position peaked at $143K in Q1 2026. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 4,699 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $143K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and held it in 14 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Schwab US Large-Cap Value ETF position peaked at $143K in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.