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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65.7M | Buy |
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|
2025
Q2 | $60.8M | Buy |
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|
2025
Q1 | $52.6M | Buy |
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|
2024
Q4 | $54M | Sell |
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|
2024
Q3 | $53M | Buy |
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|
2024
Q2 | $48.9M | Buy |
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|
2024
Q1 | $45.8M | Buy |
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|
2023
Q4 | $39.5M | Sell |
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|
2023
Q3 | $37.9M | Buy |
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|
2023
Q2 | $17M | Buy |
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|
2023
Q1 | $14.8M | Buy |
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|
2022
Q4 | $11.4M | Sell |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $11.2M | Buy |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $3.22M | Buy |
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