A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 3,734 shares of SCHM stock, worth $109,032. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,734
Previous 4,671 20.06%
Holding current value
$109,032
Previous $363,000 14.6%
% of portfolio
0.19%
Previous 0.24%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$75.47 - $83.18 $70,715 - $77,939
-937 Reduced 20.06%
3,734 $310,000
Q2 2024

Aug 08, 2024

BUY
$75.69 - $81.19 $2,951 - $3,166
39 Added 0.84%
4,671 $363,000
Q1 2024

Apr 26, 2024

BUY
$72.89 - $81.43 $4,154 - $4,641
57 Added 1.25%
4,632 $377,000
Q4 2023

Feb 08, 2024

BUY
$63.01 - $75.95 $16,130 - $19,443
256 Added 5.93%
4,575 $344,000
Q3 2023

Oct 30, 2023

SELL
$66.75 - $73.98 $8,811 - $9,765
-132 Reduced 2.97%
4,319 $292,000
Q2 2023

Aug 08, 2023

BUY
$65.29 - $71.03 $2,219 - $2,415
34 Added 0.77%
4,451 $316,000
Q1 2023

May 18, 2023

BUY
$64.24 - $73.9 $17,987 - $20,692
280 Added 6.77%
4,417 $299,000
Q4 2022

Feb 02, 2023

BUY
$61.05 - $69.94 $249,938 - $286,334
4,094 Added 2036.82%
4,295 $281,000
Q3 2022

May 18, 2023

BUY
$60.5 - $72.51 $250,288 - $299,973
4,137 New
4,137 $250,000
Q3 2022

Nov 09, 2022

SELL
$60.5 - $72.51 $237,462 - $284,601
-3,925 Reduced 95.13%
201 $12,000
Q2 2022

Aug 12, 2022

SELL
$60.91 - $76.4 $4,080 - $5,118
-67 Reduced 1.6%
4,126 $259,000
Q1 2022

May 11, 2022

BUY
$70.66 - $80.89 $10,104 - $11,567
143 Added 3.53%
4,193 $318,000
Q4 2021

Feb 03, 2022

BUY
$76.01 - $83.39 $2,736 - $3,002
36 Added 0.9%
4,050 $326,000
Q3 2021

Nov 10, 2021

BUY
$74.65 - $80.95 $4,553 - $4,937
61 Added 1.54%
4,014 $308,000
Q2 2021

Jul 28, 2021

BUY
$74.64 - $79.12 $295,051 - $312,761
3,953 New
3,953 $309,000
Q1 2021

May 10, 2021

SELL
$67.07 - $76.85 $267,341 - $306,324
-3,986 Closed
0 $0
Q1 2021

May 10, 2021

SELL
$67.07 - $76.85 $5,030 - $5,763
-75 Reduced 1.85%
3,986 $297,000
Q4 2020

May 10, 2021

BUY
$55.93 - $68.45 $227,131 - $277,975
4,061 New
4,061 $277,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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