GWM
Guardian Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-121
| Closed | -$4.37K | – | 171 |
|
|
2025
Q1 | $4.37K | Sell |
121
-1
| -0.8% | -$36 | ﹤0.01% | 185 |
|
|
2024
Q4 | $4.18K | Buy |
122
+1
| +0.8% | +$34 | ﹤0.01% | 193 |
|
|
2024
Q3 | $4.66K | Hold |
121
| – | – | ﹤0.01% | 195 |
|
|
2024
Q2 | $4.3K | Hold |
121
| – | – | ﹤0.01% | 192 |
|
|
2024
Q1 | $4.32K | Hold |
121
| – | – | ﹤0.01% | 188 |
|
|
2023
Q4 | $4.21K | Sell |
121
-439
| -78% | -$15.3K | ﹤0.01% | 198 |
|
|
2023
Q3 | $18.1K | Sell |
560
-4
| -0.7% | -$129 | 0.02% | 141 |
|
|
2023
Q2 | $19K | Sell |
564
-131
| -19% | -$4.42K | 0.02% | 140 |
|
|
2023
Q1 | $23.4K | Hold |
695
| – | – | 0.02% | 131 |
|
|
2022
Q4 | $21.9K | Sell |
695
-234
| -25% | -$7.36K | 0.02% | 138 |
|
|
2022
Q3 | $26K | Hold |
929
| – | – | 0.03% | 129 |
|
|
2022
Q2 | $29K | Sell |
929
-538
| -37% | -$16.8K | 0.03% | 128 |
|
|
2022
Q1 | $56K | Hold |
1,467
| – | – | 0.06% | 116 |
|
|
2021
Q4 | $60K | Buy |
+1,467
| New | +$60K | 0.06% | 114 |
|