Guardian Wealth Advisors (North Carolina)’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$273K	Sell	2,992 -329	-10%	-$30K	0.02%	278
2025 Q1	$260K	Buy	3,321 +188	+6%	+$14.7K	0.02%	270
2024 Q4	$232K	Buy	+3,133	New	+$232K	0.02%	292
2022 Q1	–	Sell	-2,473	Closed	-$208K	–	280
2021 Q4	$208K	Buy	+2,473	New	+$208K	0.09%	142