A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 3,506 shares of SCHE stock, worth $103,391. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,506
Previous 3,043 15.22%
Holding current value
$103,391
Previous $76,000 22.37%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$24.67 - $27.2 $11,422 - $12,593
463 Added 15.22%
3,506 $93,000
Q1 2024

May 15, 2024

BUY
$23.47 - $25.45 $13,988 - $15,168
596 Added 24.36%
3,043 $76,000
Q4 2023

Feb 14, 2024

BUY
$23.04 - $24.89 $1,474 - $1,592
64 Added 2.69%
2,447 $60,000
Q3 2023

Nov 14, 2023

BUY
$23.83 - $26.11 $6,100 - $6,684
256 Added 12.04%
2,383 $57,000
Q2 2023

Aug 14, 2023

BUY
$23.66 - $25.54 $9,960 - $10,752
421 Added 24.68%
2,127 $52,000
Q1 2023

May 15, 2023

BUY
$23.32 - $26.39 $909 - $1,029
39 Added 2.34%
1,706 $41,000
Q4 2022

Feb 14, 2023

SELL
$21.59 - $24.95 $18,157 - $20,982
-841 Reduced 33.53%
1,667 $39,000
Q3 2022

Nov 14, 2022

BUY
$22.4 - $25.83 $7,907 - $9,117
353 Added 16.38%
2,508 $56,000
Q2 2022

Aug 15, 2022

BUY
$24.51 - $28.87 $52,819 - $62,214
2,155 New
2,155 $55,000
Q1 2022

May 16, 2022

SELL
$25.61 - $30.82 $5,224 - $6,287
-204 Closed
0 $0
Q4 2021

May 16, 2022

BUY
$28.68 - $31.96 $5,850 - $6,519
204 New
204 $6,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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