A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 8,101 shares of SCHE stock, worth $232,336. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,101
Previous 7,958 1.8%
Holding current value
$232,336
Previous $200,000 7.5%
% of portfolio
0.14%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$24.67 - $27.2 $3,527 - $3,889
143 Added 1.8%
8,101 $215,000
Q1 2024

Apr 26, 2024

BUY
$23.47 - $25.45 $186,774 - $202,531
7,958 New
7,958 $200,000
Q3 2022

Nov 09, 2022

BUY
$22.4 - $25.83 $91,504 - $105,515
4,085 New
4,085 $91,000
Q2 2021

Jul 28, 2021

SELL
$31.06 - $33.61 $1.96 Million - $2.12 Million
-63,005 Closed
0 $0
Q1 2021

May 10, 2021

BUY
$30.78 - $34.63 $1.94 Million - $2.18 Million
63,005 New
63,005 $0

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


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

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth 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 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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