Guardian Wealth Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Guardian Wealth Advisors, LLC

$754 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$47.14 - $47.79 $35,355 - $35,842	-750 Reduced 75.0%	250 $11,000
Q3 2022 Nov 14, 2022	BUY	$46.13 - $48.23 $46,130 - $48,230	1,000 New	1,000 $46,000

Others Institutions Holding SCHJ

# of Institutions

95

Shares Held

4.62M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.73M
Shares

$85.6 Million
0.02% of portfolio
Envestnet Asset Management Inc

185K
Shares

$9.19 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

166K
Shares

$8.24 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

164K
Shares

$8.16 Million
0.02% of portfolio
Tap Consulting, LLC

156K
Shares

$7.72 Million
1.65% of portfolio

About SCHWAB STRATEGIC TR 1 - 5 YR C

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