Guardian Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Guardian Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 21,380 shares of SCHO stock, worth $521,885. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,380
Previous 21,744 1.67%
Holding current value
$521,885
Previous $529,000 1.51%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$24.19 - $24.45 $8,805 - $8,899
-364 Reduced 1.67%
21,380 $521,000
Q1 2025

May 15, 2025
SELL
$24.1 - $24.34 $5,422 - $5,476
-225 Reduced 1.02%
21,744 $529,000
Q4 2024

Feb 14, 2025
BUY
$24.06 - $48.88 $528,574 - $1.07 Million
21,969 New
21,969 $528,000
Q1 2023

May 15, 2023
BUY
$47.8 - $49.0 $26,529 - $27,195
555 New
555 $27,000
Q2 2022

Aug 15, 2022
BUY
$48.73 - $49.59 $12,474 - $12,695
256 New
256 $13,000

Others Institutions Holding SCHO

# of Institutions
708
Shares Held
320M
Call Options Held
98.6K
Put Options Held
70.3K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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