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

Guardian Wealth Advisors, LLC

  • $1.16 Billion
  • Q1 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 21,744 shares of SCHO stock, worth $528,379. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,744
Previous 21,969 1.02%
Holding current value
$528,379
Previous $528,000 0.19%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
700
Shares Held
313M
Call Options Held
104K
Put Options Held
38.4K
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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