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 $45,976. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,635
Previous 1,631 0.25%
Holding current value
$45,976
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

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Guardian Wealth Management, Inc. Portfolio

Follow Guardian Wealth Management, Inc. 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 Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Management, Inc. with notifications on news.