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

Guardian Wealth Advisors, LLC

  • $156 Million
  • 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 11,436 shares of SCHM stock, worth $318,492. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,436
Previous 3,734 206.27%
Holding current value
$318,492
Previous $310,000 1.94%
% of portfolio
0.2%
Previous 0.19%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$27.54 - $83.04 $212,113 - $639,574
7,702 Added 206.27%
11,436 $316,000
Q3 2024

Nov 07, 2024
SELL
$75.47 - $83.18 $70,715 - $77,939
-937 Reduced 20.06%
3,734 $310,000
Q2 2024

Aug 08, 2024
BUY
$75.69 - $81.19 $2,951 - $3,166
39 Added 0.84%
4,671 $363,000
Q1 2024

Apr 26, 2024
BUY
$72.89 - $81.43 $4,154 - $4,641
57 Added 1.25%
4,632 $377,000
Q4 2023

Feb 08, 2024
BUY
$63.01 - $75.95 $16,130 - $19,443
256 Added 5.93%
4,575 $344,000
Q3 2023

Oct 30, 2023
SELL
$66.75 - $73.98 $8,811 - $9,765
-132 Reduced 2.97%
4,319 $292,000
Q2 2023

Aug 08, 2023
BUY
$65.29 - $71.03 $2,219 - $2,415
34 Added 0.77%
4,451 $316,000
Q1 2023

May 18, 2023
BUY
$64.24 - $73.9 $17,987 - $20,692
280 Added 6.77%
4,417 $299,000
Q4 2022

Feb 02, 2023
BUY
$61.05 - $69.94 $249,938 - $286,334
4,094 Added 2036.82%
4,295 $281,000
Q3 2022

May 18, 2023
BUY
$60.5 - $72.51 $250,288 - $299,973
4,137 New
4,137 $250,000
Q3 2022

Nov 09, 2022
SELL
$60.5 - $72.51 $237,462 - $284,601
-3,925 Reduced 95.13%
201 $12,000
Q2 2022

Aug 12, 2022
SELL
$60.91 - $76.4 $4,080 - $5,118
-67 Reduced 1.6%
4,126 $259,000
Q1 2022

May 11, 2022
BUY
$70.66 - $80.89 $10,104 - $11,567
143 Added 3.53%
4,193 $318,000
Q4 2021

Feb 03, 2022
BUY
$76.01 - $83.39 $2,736 - $3,002
36 Added 0.9%
4,050 $326,000
Q3 2021

Nov 10, 2021
BUY
$74.65 - $80.95 $4,553 - $4,937
61 Added 1.54%
4,014 $308,000
Q2 2021

Jul 28, 2021
BUY
$74.64 - $79.12 $295,051 - $312,761
3,953 New
3,953 $309,000
Q1 2021

May 10, 2021
SELL
$67.07 - $76.85 $267,341 - $306,324
-3,986 Closed
0 $0
Q1 2021

May 10, 2021
SELL
$67.07 - $76.85 $5,030 - $5,763
-75 Reduced 1.85%
3,986 $297,000
Q4 2020

May 10, 2021
BUY
$55.93 - $68.45 $227,131 - $277,975
4,061 New
4,061 $277,000

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

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