Guardian Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Guardian Wealth Management, Inc.

$135 Million
Q1 2025

A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 3,024 shares of SCHA stock, worth $73,059. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,024

Previous 3,023 0.03%

Holding current value

$73,059

Previous $78,000 10.26%

% of portfolio

0.05%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$23.16 - $27.04 $23 - $27	1 Added 0.03%	3,024 $70,000
Q4 2024 Feb 14, 2025	BUY	$25.33 - $51.16 $35,158 - $71,010	1,388 Added 84.89%	3,023 $78,000
Q3 2024 Nov 14, 2024	BUY	$46.9 - $51.96 $187 - $207	4 Added 0.25%	1,635 $84,000
Q2 2024 Aug 08, 2024	SELL	$45.24 - $49.04 $7,509 - $8,140	-166 Reduced 9.24%	1,631 $77,000
Q1 2024 May 14, 2024	SELL	$44.84 - $49.24 $6,860 - $7,533	-153 Reduced 7.85%	1,797 $88,000
Q4 2023 Feb 14, 2024	SELL	$38.13 - $48.02 $13,536 - $17,047	-355 Reduced 15.4%	1,950 $92,000
Q3 2023 Oct 31, 2023	SELL	$40.85 - $46.1 $6,985 - $7,883	-171 Reduced 6.91%	2,305 $95,000
Q2 2023 Aug 14, 2023	SELL	$39.91 - $43.82 $69,962 - $76,816	-1,753 Reduced 41.45%	2,476 $108,000
Q1 2023 May 09, 2023	SELL	$39.82 - $46.36 $6,729 - $7,834	-169 Reduced 3.84%	4,229 $177,000
Q4 2022 Feb 10, 2023	SELL	$38.25 - $43.54 $34,807 - $39,621	-910 Reduced 17.14%	4,398 $178,000
Q3 2022 Nov 14, 2022	SELL	$37.65 - $45.9 $24,434 - $29,789	-649 Reduced 10.89%	5,308 $201,000
Q2 2022 Aug 15, 2022	SELL	$37.88 - $48.01 $19,356 - $24,533	-511 Reduced 7.9%	5,957 $232,000
Q1 2022 May 13, 2022	BUY	$44.42 - $51.73 $141,699 - $165,018	3,190 Added 97.32%	6,468 $306,000
Q4 2021 Feb 15, 2022	BUY	$48.64 - $55.07 $159,441 - $180,519	3,278 New	3,278 $336,000

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Guardian Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History