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

Guardian Wealth Advisors, LLC

  • $156 Million
  • Q4 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 10,346 shares of SCHX stock, worth $229,267. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,346
Previous 3,449 199.97%
Holding current value
$229,267
Previous $234,000 2.14%
% of portfolio
0.15%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$22.4 - $68.28 $154,492 - $470,927
6,897 Added 199.97%
10,346 $239,000
Q1 2024

Apr 26, 2024
BUY
$55.41 - $62.08 $191,109 - $214,113
3,449 New
3,449 $214,000
Q3 2022

Nov 09, 2022
BUY
$42.35 - $51.01 $40,147 - $48,357
948 New
948 $40,000
Q2 2021

Jul 28, 2021
SELL
$48.62 - $52.01 $115,958 - $124,043
-2,385 Closed
0 $0
Q1 2021

May 10, 2021
BUY
$44.9 - $48.34 $107,086 - $115,290
2,385 New
2,385 $0

Others Institutions Holding SCHX

# of Institutions
1,476
Shares Held
1.08B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email