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 $243,234. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,346
Previous 3,449 199.97%
Holding current value
$243,234
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
1,472
Shares Held
1.07B
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
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