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

Guardian Wealth Advisors, LLC

$1.16 Billion
Q1 2025

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 75,700 shares of SCHK stock, worth $2.33 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

75,700

Previous 78,832 3.97%

Holding current value

$2.33 Million

Previous $2.23 Million 8.7%

% of portfolio

0.18%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$26.53 - $29.63 $83,091 - $92,801	-3,132 Reduced 3.97%	75,700 $2.04 Million
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

229

Shares Held

72.3M

Call Options Held

3.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

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