Guardian Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 3,299 shares of SCHM stock, worth $96,330. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,299
Previous 3,120 5.74%
Holding current value
$96,330
Previous $242,000 13.22%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024
BUY
$75.47 - $83.18 $13,509 - $14,889
179 Added 5.74%
3,299 $274,000
Q2 2024

Aug 14, 2024
BUY
$75.69 - $81.19 $94,763 - $101,649
1,252 Added 67.02%
3,120 $242,000
Q1 2024

May 15, 2024
SELL
$72.89 - $81.43 $14,723 - $16,448
-202 Reduced 9.76%
1,868 $152,000
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $71,768 - $86,507
1,139 Added 122.34%
2,070 $155,000
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $19,824 - $21,972
-297 Reduced 24.19%
931 $63,000
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $261 - $284
4 Added 0.33%
1,228 $87,000
Q1 2023

May 15, 2023
BUY
$64.24 - $73.9 $513 - $591
8 Added 0.66%
1,224 $83,000
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $18,559 - $21,261
304 Added 33.33%
1,216 $79,000
Q3 2022

Nov 14, 2022
BUY
$60.5 - $72.51 $242 - $290
4 Added 0.44%
912 $55,000
Q2 2022

Aug 15, 2022
SELL
$60.91 - $76.4 $21,866 - $27,427
-359 Reduced 28.33%
908 $57,000
Q1 2022

May 16, 2022
SELL
$70.66 - $80.89 $1,978 - $2,264
-28 Reduced 2.16%
1,267 $96,000
Q4 2021

May 16, 2022
BUY
$76.01 - $83.39 $98,432 - $107,990
1,295 New
1,295 $104,000

Others Institutions Holding SCHM

# of Institutions
956
Shares Held
138M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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