Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 18,623 shares of SCHA stock, worth $472,279. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,623

Previous 9,092 104.83%

Holding current value

$472,279

Previous $468,000 2.78%

% of portfolio

0.04%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$25.33 - $51.16 $241,420 - $487,605	9,531 Added 104.83%	18,623 $481,000
Q3 2024 Nov 14, 2024	BUY	$46.9 - $51.96 $2,391 - $2,649	51 Added 0.56%	9,092 $468,000
Q1 2024 May 15, 2024	BUY	$44.84 - $49.24 $538 - $590	12 Added 0.13%	9,041 $445,000
Q4 2023 Feb 14, 2024	SELL	$38.13 - $48.02 $3,088 - $3,889	-81 Reduced 0.89%	9,029 $426,000
Q3 2023 Nov 14, 2023	BUY	$40.85 - $46.1 $1,102 - $1,244	27 Added 0.3%	9,110 $377,000
Q2 2023 Aug 14, 2023	BUY	$39.91 - $43.82 $14,926 - $16,388	374 Added 4.29%	9,083 $397,000
Q1 2023 May 15, 2023	BUY	$39.82 - $46.36 $9,875 - $11,497	248 Added 2.93%	8,709 $365,000
Q4 2022 Feb 14, 2023	BUY	$38.25 - $43.54 $4,628 - $5,268	121 Added 1.45%	8,461 $342,000
Q3 2022 Nov 14, 2022	SELL	$37.65 - $45.9 $9,826 - $11,979	-261 Reduced 3.03%	8,340 $315,000
Q2 2022 Aug 15, 2022	BUY	$37.88 - $48.01 $133,678 - $169,427	3,529 Added 69.58%	8,601 $335,000
Q1 2022 May 16, 2022	BUY	$44.42 - $51.73 $112,826 - $131,394	2,540 Added 100.32%	5,072 $240,000
Q4 2021 May 16, 2022	BUY	$48.64 - $55.07 $123,156 - $139,437	2,532 New	2,532 $259,000

Others Institutions Holding SCHA

# of Institutions

1,245

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History