Guardian Wealth Advisors (North Carolina)’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.8M | Buy |
2,489,469
+107,297
| +5% | +$2.62M | 4.28% | 3 |
|
|
2025
Q1 | $52.6M | Buy |
2,382,172
+52,314
| +2% | +$1.16M | 4.21% | 4 |
|
|
2024
Q4 | $54M | Sell |
2,329,858
-15,200
| -0.6% | -$352K | 4.26% | 4 |
|
|
2024
Q3 | $53M | Buy |
2,345,058
+60,606
| +3% | +$1.37M | 5.63% | 4 |
|
|
2024
Q2 | $48.9M | Buy |
2,284,452
+71,982
| +3% | +$1.54M | 5.72% | 4 |
|
|
2024
Q1 | $45.8M | Buy |
2,212,470
+110,115
| +5% | +$2.28M | 5.6% | 5 |
|
|
2023
Q4 | $39.5M | Sell |
2,102,355
-145,476
| -6% | -$2.73M | 6.01% | 4 |
|
|
2023
Q3 | $37.9M | Buy |
2,247,831
+1,271,427
| +130% | +$21.4M | 6.45% | 4 |
|
|
2023
Q2 | $17M | Buy |
976,404
+59,367
| +6% | +$1.04M | 2.92% | 9 |
|
|
2023
Q1 | $14.8M | Buy |
917,037
+160,980
| +21% | +$2.6M | 2.6% | 9 |
|
|
2022
Q4 | $11.4M | Sell |
756,057
-53,154
| -7% | -$800K | 2.19% | 10 |
|
|
2022
Q3 | $11.4M | Buy |
809,211
+53,568
| +7% | +$756K | 2.13% | 11 |
|
|
2022
Q2 | $11.2M | Buy |
755,643
+586,134
| +346% | +$8.73M | 2.05% | 11 |
|
|
2022
Q1 | $3.04M | Sell |
169,509
-105
| -0.1% | -$1.89K | 1.31% | 16 |
|
|
2021
Q4 | $3.22M | Buy |
+169,614
| New | +$3.22M | 1.38% | 15 |
|