Guardian Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $70.9K | Buy |
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|
2024
Q4 | $78.2K | Sell |
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|
2024
Q3 | $84.2K | Buy |
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|
2024
Q2 | $77.4K | Sell |
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|
2024
Q1 | $88.5K | Sell |
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|
2023
Q4 | $92.1K | Sell |
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|
2023
Q3 | $95.5K | Sell |
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|
2023
Q2 | $108K | Sell |
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|
2023
Q1 | $177K | Sell |
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|
2022
Q4 | $178K | Sell |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $306K | Sell |
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|
2021
Q4 | $336K | Buy |
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