Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 3,193 shares of SCHB stock, worth $75,354. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,193
Previous 3,173 0.63%
Holding current value
$75,354
Previous $199,000 6.53%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024
BUY
$59.93 - $66.52 $1,198 - $1,330
20 Added 0.63%
3,193 $212,000
Q2 2024

Aug 14, 2024
BUY
$57.57 - $63.3 $518 - $569
9 Added 0.28%
3,173 $199,000
Q1 2024

May 15, 2024
BUY
$54.61 - $61.05 $2,184 - $2,442
40 Added 1.28%
3,164 $193,000
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $9,998 - $11,741
210 Added 7.21%
3,124 $173,000
Q3 2023

Nov 14, 2023
BUY
$49.59 - $53.57 $892 - $964
18 Added 0.62%
2,914 $145,000
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $533 - $590
12 Added 0.42%
2,896 $138,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $1,006 - $1,147
24 Added 0.84%
2,884 $129,000
Q3 2022

Nov 14, 2022
SELL
$41.99 - $50.63 $27,587 - $33,263
-657 Reduced 18.68%
2,860 $120,000
Q2 2022

Aug 15, 2022
BUY
$42.93 - $53.98 $132,782 - $166,960
3,093 Added 729.48%
3,517 $155,000
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $16,366 - $18,931
333 Added 365.93%
424 $23,000
Q4 2021

May 16, 2022
BUY
$51.87 - $56.86 $4,720 - $5,174
91 New
91 $10,000

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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