GWM
Guardian Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,024
| Closed | -$70.9K | – | 170 |
|
|
2025
Q1 | $70.9K | Buy |
3,024
+1
| +0% | +$23 | 0.05% | 92 |
|
|
2024
Q4 | $78.2K | Buy |
3,023
+1,388
| +85% | +$35.9K | 0.05% | 99 |
|
|
2024
Q3 | $84.2K | Buy |
1,635
+4
| +0.2% | +$206 | 0.06% | 95 |
|
|
2024
Q2 | $77.4K | Sell |
1,631
-166
| -9% | -$7.88K | 0.06% | 93 |
|
|
2024
Q1 | $88.5K | Sell |
1,797
-153
| -8% | -$7.53K | 0.07% | 89 |
|
|
2023
Q4 | $92.1K | Sell |
1,950
-355
| -15% | -$16.8K | 0.08% | 88 |
|
|
2023
Q3 | $95.5K | Sell |
2,305
-171
| -7% | -$7.08K | 0.09% | 88 |
|
|
2023
Q2 | $108K | Sell |
2,476
-1,753
| -41% | -$76.8K | 0.1% | 83 |
|
|
2023
Q1 | $177K | Sell |
4,229
-169
| -4% | -$7.09K | 0.17% | 75 |
|
|
2022
Q4 | $178K | Sell |
4,398
-910
| -17% | -$36.9K | 0.18% | 80 |
|
|
2022
Q3 | $201K | Sell |
5,308
-649
| -11% | -$24.6K | 0.23% | 71 |
|
|
2022
Q2 | $232K | Sell |
5,957
-511
| -8% | -$19.9K | 0.25% | 71 |
|
|
2022
Q1 | $306K | Buy |
6,468
+3,190
| +97% | +$151K | 0.3% | 66 |
|
|
2021
Q4 | $336K | Buy |
+3,278
| New | +$336K | 0.32% | 62 |
|