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 15,536 shares of SCHV stock, worth $1.15 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
15,536
Previous 23,928 35.07%
Holding current value
$1.15 Million
Previous $1.68 Billion 29.63%
% of portfolio
0.98%
Previous 1.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$68.82 - $75.98 $577,537 - $637,624
-8,392 Reduced 35.07%
15,536 $1.18 Billion
Q4 2023

May 03, 2024

BUY
$61.16 - $70.24 $1.46 Million - $1.68 Million
23,928 New
23,928 $1.68 Billion

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Guardian Asset Advisors, LLC Portfolio

Follow Guardian Asset Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Asset Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Asset Advisors, LLC with notifications on news.