Guardian Wealth Management’s Schwab US Large- Cap ETF SCHX 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 | $40.3K | Buy |
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|
2024
Q4 | $42.2K | Buy |
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|
2024
Q3 | $41.2K | Sell |
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|
2024
Q2 | $47.4K | Sell |
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|
2024
Q1 | $64.1K | Buy |
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|
2023
Q4 | $58.2K | Buy |
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|
2023
Q3 | $52.1K | Buy |
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|
2023
Q2 | $53.8K | Buy |
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|
2023
Q1 | $49.6K | Sell |
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|
2022
Q4 | $53.6K | Buy |
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|
2022
Q3 | $50K | Sell |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $65K | Sell |
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|
2021
Q4 | $69K | Buy |
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