Guardian Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 78,832 shares of SCHK stock, worth $2.33 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

78,832

Previous 36,891 113.69%

Holding current value

$2.33 Million

Previous $2.04 Million 9.42%

% of portfolio

0.19%

Previous 0.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$27.45 - $55.56 $1.15 Million - $2.33 Million	41,941 Added 113.69%	78,832 $2.23 Million
Q3 2024 Nov 14, 2024	SELL	$49.82 - $55.29 $25,507 - $28,308	-512 Reduced 1.37%	36,891 $2.04 Million
Q2 2024 Aug 14, 2024	BUY	$47.83 - $52.72 $153,199 - $168,862	3,203 Added 9.37%	37,403 $1.96 Million
Q1 2024 May 15, 2024	BUY	$45.19 - $50.67 $363,598 - $407,690	8,046 Added 30.76%	34,200 $1.73 Million
Q4 2023 Feb 14, 2024	BUY	$39.52 - $46.21 $447,524 - $523,282	11,324 Added 76.36%	26,154 $1.2 Million
Q3 2023 Nov 14, 2023	BUY	$41.08 - $44.27 $134,249 - $144,674	3,268 Added 28.27%	14,830 $612,000
Q2 2023 Aug 14, 2023	BUY	$38.96 - $42.79 $117,931 - $129,525	3,027 Added 35.47%	11,562 $494,000
Q1 2023 May 15, 2023	BUY	$36.64 - $40.44 $33,892 - $37,407	925 Added 12.16%	8,535 $337,000
Q4 2022 Feb 14, 2023	BUY	$34.56 - $39.43 $125,107 - $142,736	3,620 Added 90.73%	7,610 $281,000
Q3 2022 Nov 14, 2022	BUY	$34.61 - $41.69 $122,865 - $147,999	3,550 Added 806.82%	3,990 $138,000
Q2 2022 Aug 15, 2022	BUY	$35.4 - $44.52 $5,310 - $6,678	150 Added 51.72%	440 $16,000
Q1 2022 May 16, 2022	BUY	$40.46 - $46.8 $10,115 - $11,700	250 Added 625.0%	290 $13,000
Q4 2021 May 16, 2022	BUY	$42.49 - $46.85 $1,699 - $1,874	40 New	40 $2,000

Others Institutions Holding SCHK

# of Institutions

198

Shares Held

69.7M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Guardian Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History