Guardian Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History

Guardian Wealth Management, Inc.

  • $135 Million
  • Q1 2025

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 136 shares of SCHZ stock, worth $3,122. This represents 0.0% of its overall portfolio holdings.

Number of Shares
136
Previous 128 6.25%
Holding current value
$3,122
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$22.46 - $23.26 $179 - $186
8 Added 6.25%
136 $3,000
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $1,651 - $3,469
73 Added 132.73%
128 $2,000
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

# of Institutions
704
Shares Held
174M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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