Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Guardian Wealth Advisors, LLC

$156 Million
Q1 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 8,629 shares of SCHE stock, worth $267,930. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,629

Previous 8,534 1.11%

Holding current value

$267,930

Previous $227,000 4.41%

% of portfolio

0.15%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$25.81 - $28.52 $2,451 - $2,709	95 Added 1.11%	8,629 $237,000
Q4 2024 Jan 27, 2025	BUY	$26.63 - $30.23 $8,308 - $9,431	312 Added 3.79%	8,534 $227,000
Q3 2024 Nov 07, 2024	BUY	$25.45 - $29.53 $3,079 - $3,573	121 Added 1.49%	8,222 $239,000
Q2 2024 Aug 08, 2024	BUY	$24.67 - $27.2 $3,527 - $3,889	143 Added 1.8%	8,101 $215,000
Q1 2024 Apr 26, 2024	BUY	$23.47 - $25.45 $186,774 - $202,531	7,958 New	7,958 $200,000
Q3 2022 Nov 09, 2022	BUY	$22.4 - $25.83 $91,504 - $105,515	4,085 New	4,085 $91,000
Q2 2021 Jul 28, 2021	SELL	$31.06 - $33.61 $1.96 Million - $2.12 Million	-63,005 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$30.78 - $34.63 $1.94 Million - $2.18 Million	63,005 New	63,005 $0

Others Institutions Holding SCHE

# of Institutions

851

Shares Held

149M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History