Guardian Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Guardian Wealth Advisors, LLC

$156 Million
Q4 2024

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 11,436 shares of SCHM stock, worth $319,979. This represents 0.2% of its overall portfolio holdings.

Number of Shares

11,436

Previous 3,734 206.27%

Holding current value

$319,979

Previous $310,000 1.94%

% of portfolio

0.2%

Previous 0.19%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$27.54 - $83.04 $212,113 - $639,574	7,702 Added 206.27%	11,436 $316,000
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

# of Institutions

1,009

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

Guardian Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History