Guardian Asset Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Guardian Asset Advisors, LLC

$174 Billion
Q2 2025

A detailed history of Guardian Asset Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 43,128 shares of SCHG stock, worth $1.3 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

43,128

Previous 43,798 1.53%

Holding current value

$1.3 Million

Previous $1.09 Billion 15.77%

% of portfolio

0.72%

Previous 0.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$22.27 - $29.21 $14,920 - $19,570	-670 Reduced 1.53%	43,128 $1.26 Billion
Q1 2025 Apr 24, 2025	SELL	$24.91 - $29.02 $146,719 - $170,927	-5,890 Reduced 11.85%	43,798 $1.09 Billion
Q4 2024 Jan 29, 2025	BUY	$25.93 - $105.3 $919,659 - $3.73 Million	35,467 Added 249.4%	49,688 $1.38 Billion
Q3 2024 Oct 08, 2024	SELL	$92.63 - $105.69 $682,034 - $778,195	-7,363 Reduced 34.11%	14,221 $1.48 Billion
Q2 2024 Jul 15, 2024	SELL	$87.04 - $101.61 $220,385 - $257,276	-2,532 Reduced 10.5%	21,584 $2.18 Billion
Q1 2024 May 06, 2024	SELL	$80.6 - $93.32 $589,186 - $682,169	-7,310 Reduced 23.26%	24,116 $2.24 Billion
Q4 2023 May 03, 2024	BUY	$70.08 - $83.37 $2.2 Million - $2.62 Million	31,426 New	31,426 $2.61 Billion

Others Institutions Holding SCHG

# of Institutions

1,571

Shares Held

766M

Call Options Held

298K

Put Options Held

193K

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About SCHWAB STRATEGIC TR US LARGE-C

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Guardian Asset Advisors, LLC Schwab Strategic Tr Us Large C Transaction History