GWM
Guardian Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
58,621
-2,946
| -5% | -$70.2K | 0.93% | 39 |
|
|
2025
Q1 | $1.33M | Sell |
61,567
-8,047
| -12% | -$173K | 0.89% | 41 |
|
|
2024
Q4 | $1.58M | Buy |
69,614
+46,417
| +200% | +$1.05M | 1.08% | 33 |
|
|
2024
Q3 | $1.54M | Sell |
23,197
-732
| -3% | -$48.7K | 1.09% | 32 |
|
|
2024
Q2 | $1.5M | Sell |
23,929
-140
| -0.6% | -$8.8K | 1.15% | 31 |
|
|
2024
Q1 | $1.47M | Buy |
24,069
+13
| +0.1% | +$794 | 1.13% | 31 |
|
|
2023
Q4 | $1.34M | Buy |
24,056
+13
| +0.1% | +$724 | 1.13% | 35 |
|
|
2023
Q3 | $1.2M | Buy |
24,043
+14
| +0.1% | +$698 | 1.12% | 38 |
|
|
2023
Q2 | $1.24M | Sell |
24,029
-358
| -1% | -$18.5K | 1.13% | 37 |
|
|
2023
Q1 | $1.17M | Sell |
24,387
-3,272
| -12% | -$157K | 1.12% | 36 |
|
|
2022
Q4 | $1.24M | Sell |
27,659
-1,077
| -4% | -$48.3K | 1.22% | 34 |
|
|
2022
Q3 | $1.21M | Sell |
28,736
-133
| -0.5% | -$5.59K | 1.37% | 30 |
|
|
2022
Q2 | $1.28M | Sell |
28,869
-2,445
| -8% | -$108K | 1.37% | 33 |
|
|
2022
Q1 | $1.67M | Buy |
31,314
+14,194
| +83% | +$758K | 1.66% | 23 |
|
|
2021
Q4 | $1.94M | Buy |
+17,120
| New | +$1.94M | 1.86% | 18 |
|