Guardian Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Guardian Wealth Management, Inc.

$121 Million
Q1 2024

A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 1,033 shares of SCHX stock, worth $67,640. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,033

Previous 1,031 0.19%

Holding current value

$67,640

Previous $58,000 10.34%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$55.41 - $62.08 $110 - $124	2 Added 0.19%	1,033 $64,000
Q4 2023 Feb 14, 2024	BUY	$48.47 - $56.6 $96 - $113	2 Added 0.19%	1,031 $58,000
Q3 2023 Oct 31, 2023	BUY	$50.36 - $54.21 $100 - $108	2 Added 0.19%	1,029 $52,000
Q2 2023 Aug 14, 2023	BUY	$47.67 - $52.37 $95 - $104	2 Added 0.2%	1,027 $53,000
Q1 2023 May 09, 2023	SELL	$44.78 - $49.41 $7,299 - $8,053	-163 Reduced 13.72%	1,025 $49,000

Q4 2022 Feb 10, 2023	BUY	$44.01 - $48.16 $132 - $144	3 Added 0.25%	1,188 $53,000
Q3 2022 Nov 14, 2022	SELL	N/A	-17 Reduced 1.41%	1,185 $50,000
Q2 2022 Aug 15, 2022	BUY	N/A	3 Added 0.25%	1,202 $54,000
Q1 2022 May 13, 2022	BUY	N/A	590 Added 96.88%	1,199 $65,000
Q4 2021 Feb 15, 2022	BUY	N/A	609 New	609 $69,000

Others Institutions Holding SCHX

# of Institutions

1,259

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Guardian Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History