Guardian Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History

Guardian Wealth Management, Inc.

$135 Million
Q1 2025

A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 113 shares of SCHO stock, worth $2,748. This represents 0.0% of its overall portfolio holdings.

Number of Shares

113

Previous 222 49.1%

Holding current value

$2,748

Previous $5,000 60.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$24.1 - $24.34 $2,626 - $2,653	-109 Reduced 49.1%	113 $2,000
Q4 2024 Feb 14, 2025	BUY	$24.06 - $48.88 $2,454 - $4,985	102 Added 85.0%	222 $5,000
Q3 2024 Nov 14, 2024	SELL	$47.93 - $49.06 $862 - $883	-18 Reduced 13.04%	120 $5,000
Q2 2024 Aug 08, 2024	SELL	$47.75 - $48.13 $191 - $192	-4 Reduced 2.82%	138 $6,000
Q1 2024 May 14, 2024	SELL	$48.05 - $48.63 $192 - $194	-4 Reduced 2.74%	142 $6,000
Q4 2023 Feb 14, 2024	SELL	$47.66 - $48.45 $381 - $387	-8 Reduced 5.19%	146 $7,000
Q3 2023 Oct 31, 2023	SELL	$47.78 - $48.2 $95 - $96	-2 Reduced 1.28%	154 $7,000
Q2 2023 Aug 14, 2023	SELL	$48.06 - $48.89 $384 - $391	-8 Reduced 4.88%	156 $7,000
Q1 2023 May 09, 2023	SELL	$47.8 - $49.0 $430 - $441	-9 Reduced 5.2%	164 $8,000
Q4 2022 Feb 10, 2023	SELL	$47.89 - $48.47 $21,646 - $21,908	-452 Reduced 72.32%	173 $8,000
Q3 2022 Nov 14, 2022	BUY	$48.15 - $49.37 $21,860 - $22,413	454 Added 265.5%	625 $30,000
Q4 2021 Feb 15, 2022	BUY	$50.83 - $51.21 $8,691 - $8,756	171 New	171 $9,000

Others Institutions Holding SCHO

# of Institutions

692

Shares Held

307M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Guardian Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History