Guardian Asset Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Guardian Asset Advisors, LLC

$156 Billion
Q4 2024

A detailed history of Guardian Asset Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 49,688 shares of SCHG stock, worth $1.36 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

49,688

Previous 14,221 249.4%

Holding current value

$1.36 Million

Previous $1.48 Billion 6.38%

% of portfolio

0.89%

Previous 1.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$25.93 - $105.3 $919,659 - $3.73 Million	35,467 Added 249.4%	49,688 $1.38 Billion
Q3 2024 Oct 08, 2024	SELL	$92.63 - $105.69 $682,034 - $778,195	-7,363 Reduced 34.11%	14,221 $1.48 Billion
Q2 2024 Jul 15, 2024	SELL	$87.04 - $101.61 $220,385 - $257,276	-2,532 Reduced 10.5%	21,584 $2.18 Billion
Q1 2024 May 06, 2024	SELL	$80.6 - $93.32 $589,186 - $682,169	-7,310 Reduced 23.26%	24,116 $2.24 Billion
Q4 2023 May 03, 2024	BUY	$70.08 - $83.37 $2.2 Million - $2.62 Million	31,426 New	31,426 $2.61 Billion

Others Institutions Holding SCHG

# of Institutions

1,469

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Guardian Asset Advisors, LLC Schwab Strategic Tr Us Large C Transaction History