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 14,221 shares of SCHG stock, worth $405,014. This represents 1.0% of its overall portfolio holdings.

Number of Shares
14,221
Previous 21,584 34.11%
Holding current value
$405,014
Previous $2.18 Billion 32.18%
% of portfolio
1.0%
Previous 1.6%

Shares

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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Guardian Asset Advisors, LLC Portfolio

Follow Guardian Asset Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Asset Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Asset Advisors, LLC with notifications on news.