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 120 shares of SCHO stock, worth $2,899. This represents 0.0% of its overall portfolio holdings.

Number of Shares
120
Previous 138 13.04%
Holding current value
$2,899
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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