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

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 2024

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 1,155 shares of SCHG stock, worth $31,750. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,155
Previous 1,155 -0.0%
Holding current value
$31,750
Previous $116,000 3.45%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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