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

Guardian Wealth Management, Inc.

  • $132 Million
  • Q3 2024

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 1,635 shares of SCHA stock, worth $43,409. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,635
Previous 1,631 0.25%
Holding current value
$43,409
Previous $77,000 9.09%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,149
Shares Held
157M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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