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

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 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 13,841 shares of SCHM stock, worth $386,717. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,841

Previous 3,299 319.55%

Holding current value

$386,717

Previous $274,000 39.78%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $290,326 - $875,407	10,542 Added 319.55%	13,841 $383,000
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

1,009

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

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

News

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

Account

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