Guardian Wealth Management, Inc. Schwab Strategic Tr Us Emergin Transaction History

Guardian Wealth Management, Inc.

$132 Million
Q3 2024

A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 82 shares of SCHE stock, worth $2,223. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 81 1.23%

Holding current value

$2,223

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$25.45 - $29.53 $25 - $29	1 Added 1.23%	82 $2,000
Q2 2024 Aug 08, 2024	SELL	$24.67 - $27.2 $49 - $54	-2 Reduced 2.41%	81 $2,000
Q1 2024 May 14, 2024	SELL	$23.47 - $25.45 $22,507 - $24,406	-959 Reduced 92.03%	83 $2,000
Q4 2023 Feb 14, 2024	SELL	$23.04 - $24.89 $6,865 - $7,417	-298 Reduced 22.24%	1,042 $25,000
Q3 2023 Oct 31, 2023	SELL	$23.83 - $26.11 $405 - $443	-17 Reduced 1.25%	1,340 $32,000
Q2 2023 Aug 14, 2023	SELL	$23.66 - $25.54 $148,608 - $160,416	-6,281 Reduced 82.23%	1,357 $33,000
Q1 2023 May 09, 2023	SELL	$23.32 - $26.39 $34,793 - $39,373	-1,492 Reduced 16.34%	7,638 $187,000
Q4 2022 Feb 10, 2023	SELL	$21.59 - $24.95 $24,159 - $27,919	-1,119 Reduced 10.92%	9,130 $216,000
Q3 2022 Nov 14, 2022	BUY	$22.4 - $25.83 $1,187 - $1,368	53 Added 0.52%	10,249 $230,000
Q2 2022 Aug 15, 2022	BUY	$24.51 - $28.87 $637 - $750	26 Added 0.26%	10,196 $259,000
Q1 2022 May 13, 2022	SELL	$25.61 - $30.82 $6,479 - $7,797	-253 Reduced 2.43%	10,170 $282,000
Q4 2021 Feb 15, 2022	BUY	$28.68 - $31.96 $298,931 - $333,119	10,423 New	10,423 $309,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

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About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Guardian Wealth Management, Inc. Schwab Strategic Tr Us Emergin Transaction History