Guardian Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Guardian Wealth Management, Inc.

$132 Million
Q4 2024

A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 1,282 shares of SCHM stock, worth $35,870. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,282

Previous 427 200.23%

Holding current value

$35,870

Previous $35,000 -0.0%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $23,546 - $70,999	855 Added 200.23%	1,282 $35,000
Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $75 - $83	1 Added 0.23%	427 $35,000
Q2 2024 Aug 08, 2024	SELL	$75.69 - $81.19 $6,357 - $6,819	-84 Reduced 16.47%	426 $33,000
Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $72 - $81	1 Added 0.2%	510 $41,000
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $63 - $75	1 Added 0.2%	509 $38,000
Q3 2023 Oct 31, 2023	BUY	$66.75 - $73.98 $66 - $73	1 Added 0.2%	508 $34,000
Q2 2023 Aug 14, 2023	BUY	$65.29 - $71.03 $65 - $71	1 Added 0.2%	507 $36,000
Q1 2023 May 09, 2023	SELL	$64.24 - $73.9 $6,552 - $7,537	-102 Reduced 16.78%	506 $34,000
Q4 2022 Feb 10, 2023	BUY	$61.05 - $69.94 $61 - $69	1 Added 0.16%	608 $39,000
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $121 - $145	2 Added 0.33%	607 $37,000
Q2 2022 Aug 15, 2022	BUY	$60.91 - $76.4 $60 - $76	1 Added 0.17%	605 $38,000
Q1 2022 May 13, 2022	BUY	$70.66 - $80.89 $141 - $161	2 Added 0.33%	604 $46,000
Q4 2021 Feb 15, 2022	BUY	$76.01 - $83.39 $45,758 - $50,200	602 New	602 $48,000

Others Institutions Holding SCHM

# of Institutions

1,006

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

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.

Account

Guardian Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History