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

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 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 36,891 shares of SCHK stock, worth $1.08 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
36,891
Previous 37,403 1.37%
Holding current value
$1.08 Million
Previous $1.96 Million 4.19%
% of portfolio
0.24%
Previous 0.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
187
Shares Held
44.9M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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