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

Guardian Asset Advisors, LLC

$186 Billion
Q3 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 8,899 shares of SCHV stock, worth $257,982. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,899

Previous 10,432 14.7%

Holding current value

$257,982

Previous $289 Million 10.51%

% of portfolio

0.14%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$27.61 - $29.15 $42,326 - $44,686	-1,533 Reduced 14.7%	8,899 $259 Million
Q2 2025 Jul 30, 2025	SELL	$23.55 - $27.67 $7,041 - $8,273	-299 Reduced 2.79%	10,432 $289 Million
Q1 2025 Apr 24, 2025	SELL	$25.77 - $27.6 $114,650 - $122,792	-4,449 Reduced 29.31%	10,731 $279 Million
Q4 2024 Jan 29, 2025	BUY	$25.79 - $80.4 $188,267 - $586,920	7,300 Added 92.64%	15,180 $395 Million
Q3 2024 Oct 08, 2024	SELL	$73.43 - $80.37 $435,219 - $476,352	-5,927 Reduced 42.93%	7,880 $630 Million
Q2 2024 Jul 15, 2024	SELL	$71.74 - $75.86 $124,038 - $131,161	-1,729 Reduced 11.13%	13,807 $1.02 Billion
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

# of Institutions

974

Shares Held

358M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

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.

Account

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