Guardian Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Guardian Wealth Management, Inc.

$135 Million
Q1 2025

A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 61,567 shares of SCHB stock, worth $1.4 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

61,567

Previous 69,614 11.56%

Holding current value

$1.4 Million

Previous $1.58 Million 16.14%

% of portfolio

0.98%

Previous 1.2%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$21.23 - $23.75 $170,837 - $191,116	-8,047 Reduced 11.56%	61,567 $1.33 Million
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $1.02 Million - $3.1 Million	46,417 Added 200.1%	69,614 $1.58 Million
Q3 2024 Nov 14, 2024	SELL	$59.93 - $66.52 $43,868 - $48,692	-732 Reduced 3.06%	23,197 $1.54 Million
Q2 2024 Aug 08, 2024	SELL	$57.57 - $63.3 $8,059 - $8,862	-140 Reduced 0.58%	23,929 $1.5 Million
Q1 2024 May 14, 2024	BUY	$54.61 - $61.05 $709 - $793	13 Added 0.05%	24,069 $1.47 Million
Q4 2023 Feb 14, 2024	BUY	$47.61 - $55.91 $618 - $726	13 Added 0.05%	24,056 $1.34 Million
Q3 2023 Oct 31, 2023	BUY	$49.59 - $53.57 $694 - $749	14 Added 0.06%	24,043 $1.2 Million
Q2 2023 Aug 14, 2023	SELL	$47.08 - $51.7 $16,854 - $18,508	-358 Reduced 1.47%	24,029 $1.24 Million
Q1 2023 May 09, 2023	SELL	$44.47 - $49.23 $145,505 - $161,080	-3,272 Reduced 11.83%	24,387 $1.17 Million
Q4 2022 Feb 10, 2023	SELL	$41.94 - $47.81 $45,169 - $51,491	-1,077 Reduced 3.75%	27,659 $1.24 Million
Q3 2022 Nov 14, 2022	SELL	$41.99 - $50.63 $5,584 - $6,733	-133 Reduced 0.46%	28,736 $1.21 Million
Q2 2022 Aug 15, 2022	SELL	$42.93 - $53.98 $104,963 - $131,981	-2,445 Reduced 7.81%	28,869 $1.28 Million
Q1 2022 May 13, 2022	BUY	$49.15 - $56.85 $697,635 - $806,928	14,194 Added 82.91%	31,314 $1.67 Million
Q4 2021 Feb 15, 2022	BUY	$51.87 - $56.86 $888,014 - $973,443	17,120 New	17,120 $1.94 Million

Others Institutions Holding SCHB

# of Institutions

1,293

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Guardian Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History