Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Guardian Wealth Advisors, LLC

$1.33 Billion
Q2 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 10,104 shares of SCHB stock, worth $259,975. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,104

Previous 9,643 4.78%

Holding current value

$259,975

Previous $207,000 15.94%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$19.1 - $23.83 $8,805 - $10,985	461 Added 4.78%	10,104 $240,000
Q1 2025 May 15, 2025	BUY	$21.23 - $23.75 $318 - $356	15 Added 0.16%	9,643 $207,000
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $141,634 - $429,986	6,435 Added 201.53%	9,628 $218,000
Q3 2024 Nov 14, 2024	BUY	$59.93 - $66.52 $1,198 - $1,330	20 Added 0.63%	3,193 $212,000
Q2 2024 Aug 14, 2024	BUY	$57.57 - $63.3 $518 - $569	9 Added 0.28%	3,173 $199,000
Q1 2024 May 15, 2024	BUY	$54.61 - $61.05 $2,184 - $2,442	40 Added 1.28%	3,164 $193,000
Q4 2023 Feb 14, 2024	BUY	$47.61 - $55.91 $9,998 - $11,741	210 Added 7.21%	3,124 $173,000
Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $892 - $964	18 Added 0.62%	2,914 $145,000
Q1 2023 May 15, 2023	BUY	$44.47 - $49.23 $533 - $590	12 Added 0.42%	2,896 $138,000
Q4 2022 Feb 14, 2023	BUY	$41.94 - $47.81 $1,006 - $1,147	24 Added 0.84%	2,884 $129,000
Q3 2022 Nov 14, 2022	SELL	$41.99 - $50.63 $27,587 - $33,263	-657 Reduced 18.68%	2,860 $120,000
Q2 2022 Aug 15, 2022	BUY	$42.93 - $53.98 $132,782 - $166,960	3,093 Added 729.48%	3,517 $155,000
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $16,366 - $18,931	333 Added 365.93%	424 $23,000
Q4 2021 May 16, 2022	BUY	$51.87 - $56.86 $4,720 - $5,174	91 New	91 $10,000

Others Institutions Holding SCHB

# of Institutions

1,348

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History