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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$71.1M	Buy	2,772,378 +150,206	+6%	+$4.03M	4.52%	3
2025 Q4	$70.6M	Buy	2,622,172 +126,713	+5%	+$3.38M	4.43%	3
2025 Q3	$65.7M	Buy	2,495,459 +5,990	+0.2%	+$152K	4.29%	3
2025 Q2	$60.8M	Buy	2,489,469 +107,297	+5%	+$2.43M	4.28%	3
2025 Q1	$52.6M	Buy	2,382,172 +52,314	+2%	+$1.22M	4.21%	4
2024 Q4	$54M	Sell	2,329,858 -15,200	-0.6%	-$354K	4.32%	4
2024 Q3	$53M	Buy	2,345,058 +60,606	+3%	+$1.32M	5.74%	4
2024 Q2	$48.9M	Buy	2,284,452 +71,982	+3%	+$1.49M	5.72%	4
2024 Q1	$45.8M	Buy	2,212,470 +110,115	+5%	+$2.17M	5.6%	5
2023 Q4	$39.5M	Sell	2,102,355 -145,476	-6%	-$2.55M	6.01%	4
2023 Q3	$37.9M	Buy	2,247,831 +1,271,427	+130%	+$22.3M	6.45%	4
2023 Q2	$17M	Buy	976,404 +59,367	+6%	+$980K	2.92%	9
2023 Q1	$14.8M	Buy	917,037 +160,980	+21%	+$2.53M	2.6%	9
2022 Q4	$11.4M	Sell	756,057 -53,154	-7%	-$805K	2.19%	10
2022 Q3	$11.4M	Buy	809,211 +53,568	+7%	+$840K	2.13%	11
2022 Q2	$11.2M	Buy	755,643 +586,134	+346%	+$9.5M	2.05%	11
2022 Q1	$3.04M	Sell	169,509 -105	-0.1%	-$1.86K	1.31%	16
2021 Q4	$3.22M	Buy	+169,614	New	+$3.13M	1.38%	15