A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 55 shares of SCHZ stock, worth $1,250. This represents 0.0% of its overall portfolio holdings.

Number of Shares
55
Previous 52 5.77%
Holding current value
$1,250
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$45.2 - $47.87 $135 - $143
3 Added 5.77%
55 $2,000
Q2 2024

Aug 08, 2024

BUY
$44.66 - $45.99 $267 - $275
6 Added 13.04%
52 $2,000
Q1 2024

May 14, 2024

BUY
$45.44 - $46.67 $272 - $280
6 Added 15.0%
46 $2,000
Q4 2023

Feb 14, 2024

BUY
$43.09 - $46.83 $129 - $140
3 Added 8.11%
40 $1,000
Q3 2023

Oct 31, 2023

BUY
$44.14 - $46.33 $176 - $185
4 Added 12.12%
37 $1,000
Q2 2023

Aug 14, 2023

BUY
$45.86 - $47.33 $183 - $189
4 Added 13.79%
33 $1,000
Q1 2023

May 09, 2023

BUY
$45.33 - $47.44 $90 - $94
2 Added 7.41%
29 $1,000
Q4 2022

Feb 10, 2023

BUY
$44.04 - $47.03 $176 - $188
4 Added 17.39%
27 $1,000
Q3 2022

Nov 14, 2022

BUY
$44.98 - $49.09 $179 - $196
4 Added 21.05%
23 $1,000
Q2 2022

Aug 15, 2022

BUY
$46.62 - $50.36 $419 - $453
9 Added 90.0%
19 $1,000
Q4 2021

Feb 15, 2022

BUY
$53.63 - $54.52 $536 - $545
10 New
10 $1,000

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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