GWM
Guardian Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,824
| Closed | -$40.3K | – | 176 |
|
|
2025
Q1 | $40.3K | Buy |
1,824
+2
| +0.1% | +$44 | 0.03% | 114 |
|
|
2024
Q4 | $42.2K | Buy |
1,822
+1,215
| +200% | +$28.2K | 0.03% | 120 |
|
|
2024
Q3 | $41.2K | Sell |
607
-131
| -18% | -$8.89K | 0.03% | 117 |
|
|
2024
Q2 | $47.4K | Sell |
738
-295
| -29% | -$18.9K | 0.04% | 111 |
|
|
2024
Q1 | $64.1K | Buy |
1,033
+2
| +0.2% | +$124 | 0.05% | 103 |
|
|
2023
Q4 | $58.2K | Buy |
1,031
+2
| +0.2% | +$113 | 0.05% | 103 |
|
|
2023
Q3 | $52.1K | Buy |
1,029
+2
| +0.2% | +$101 | 0.05% | 105 |
|
|
2023
Q2 | $53.8K | Buy |
1,027
+2
| +0.2% | +$105 | 0.05% | 104 |
|
|
2023
Q1 | $49.6K | Sell |
1,025
-163
| -14% | -$7.89K | 0.05% | 110 |
|
|
2022
Q4 | $53.6K | Buy |
1,188
+3
| +0.3% | +$135 | 0.05% | 113 |
|
|
2022
Q3 | $50K | Sell |
1,185
-17
| -1% | -$717 | 0.06% | 106 |
|
|
2022
Q2 | $54K | Buy |
1,202
+3
| +0.3% | +$135 | 0.06% | 107 |
|
|
2022
Q1 | $65K | Buy |
1,199
+590
| +97% | +$32K | 0.06% | 107 |
|
|
2021
Q4 | $69K | Buy |
+609
| New | +$69K | 0.07% | 105 |
|