Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

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 4,332 shares of SCHE stock, worth $121,166. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,332

Previous 3,998 8.35%

Holding current value

$121,166

Previous $116,000 0.86%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.63 - $30.23 $8,894 - $10,096	334 Added 8.35%	4,332 $115,000
Q3 2024 Nov 14, 2024	BUY	$25.45 - $29.53 $12,521 - $14,528	492 Added 14.03%	3,998 $116,000
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

# of Institutions

830

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History