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

Guardian Wealth Advisors, LLC

$1.16 Billion
Q1 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 7,713 shares of SCHG stock, worth $233,241. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,713

Previous 4,652 65.8%

Holding current value

$233,241

Previous $129,000 49.61%

% of portfolio

0.02%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$24.91 - $29.02 $76,249 - $88,830	3,061 Added 65.8%	7,713 $193,000
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $90,677 - $368,234	3,497 Added 302.77%	4,652 $129,000
Q2 2024 Aug 14, 2024	SELL	$87.04 - $101.61 $98,877 - $115,428	-1,136 Reduced 49.59%	1,155 $116,000
Q1 2024 May 15, 2024	SELL	$80.6 - $93.32 $92,690 - $107,317	-1,150 Reduced 33.42%	2,291 $212,000
Q4 2023 Feb 14, 2024	SELL	$70.08 - $83.37 $4,555 - $5,419	-65 Reduced 1.85%	3,441 $285,000
Q3 2023 Nov 14, 2023	SELL	$71.99 - $78.02 $13,390 - $14,511	-186 Reduced 5.04%	3,506 $254,000
Q2 2023 Aug 14, 2023	BUY	$63.6 - $74.95 $13,165 - $15,514	207 Added 5.94%	3,692 $276,000
Q1 2023 May 15, 2023	SELL	$54.19 - $65.17 $10,241 - $12,317	-189 Reduced 5.14%	3,485 $227,000
Q4 2022 Feb 14, 2023	BUY	$54.31 - $60.76 $3,693 - $4,131	68 Added 1.89%	3,674 $204,000
Q3 2022 Nov 14, 2022	SELL	$55.81 - $69.25 $279 - $346	-5 Reduced 0.14%	3,606 $201,000
Q2 2022 Aug 15, 2022	BUY	$55.73 - $76.55 $143,393 - $196,963	2,573 Added 247.88%	3,611 $209,000
Q1 2022 May 16, 2022	BUY	$65.63 - $82.62 $27,105 - $34,122	413 Added 66.08%	1,038 $78,000
Q4 2021 May 16, 2022	BUY	$73.11 - $83.4 $45,693 - $52,125	625 New	625 $102,000

Others Institutions Holding SCHG

# of Institutions

1,562

Shares Held

760M

Call Options Held

327K

Put Options Held

193K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History