Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Guardian Wealth Advisors, LLC

$838 Million
Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 781,686 shares of SCHX stock, worth $18.3 Million. This represents 6.33% of its overall portfolio holdings.

Number of Shares

781,686

Previous 761,484 2.65%

Holding current value

$18.3 Million

Previous $48.9 Million 8.4%

% of portfolio

6.33%

Previous 6.49%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$61.11 - $67.85 $1.23 Million - $1.37 Million	20,202 Added 2.65%	781,686 $53 Million
Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $1.41 Million - $1.55 Million	23,994 Added 3.25%	761,484 $48.9 Million
Q1 2024 May 15, 2024	BUY	$55.41 - $62.08 $2.03 Million - $2.28 Million	36,705 Added 5.24%	737,490 $45.8 Million
Q4 2023 Feb 14, 2024	SELL	$48.47 - $56.6 $2.35 Million - $2.74 Million	-48,492 Reduced 6.47%	700,785 $39.5 Million
Q3 2023 Nov 14, 2023	BUY	$50.36 - $54.21 $21.3 Million - $23 Million	423,809 Added 130.22%	749,277 $37.9 Million
Q2 2023 Aug 14, 2023	BUY	$47.67 - $52.37 $943,341 - $1.04 Million	19,789 Added 6.47%	325,468 $17 Million
Q1 2023 May 15, 2023	BUY	$44.78 - $49.41 $2.4 Million - $2.65 Million	53,660 Added 21.29%	305,679 $14.8 Million
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $748,585 - $853,298	-17,718 Reduced 6.57%	252,019 $11.4 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $756,201 - $910,834	17,856 Added 7.09%	269,737 $11.4 Million
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $8.47 Million - $10.7 Million	195,378 Added 345.78%	251,881 $11.2 Million
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $1.4 Million - $1.62 Million	28,234 Added 99.88%	56,503 $3.04 Million
Q4 2021 May 16, 2022	BUY	$51.9 - $57.29 $142,984 - $157,833	2,755 Added 10.8%	28,269 $3.22 Million
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $1.32 Million - $1.46 Million	25,514 New	25,514 $2.9 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History