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

Guardian Wealth Management, Inc.

$132 Million
Q4 2024

A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 1,822 shares of SCHX stock, worth $44,092. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,822

Previous 607 200.16%

Holding current value

$44,092

Previous $41,000 2.44%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $27,216 - $82,960	1,215 Added 200.16%	1,822 $42,000
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $8,005 - $8,888	-131 Reduced 17.75%	607 $41,000
Q2 2024 Aug 08, 2024	SELL	$58.7 - $64.78 $17,316 - $19,110	-295 Reduced 28.56%	738 $47,000
Q1 2024 May 14, 2024	BUY	$55.41 - $62.08 $110 - $124	2 Added 0.19%	1,033 $64,000
Q4 2023 Feb 14, 2024	BUY	$48.47 - $56.6 $96 - $113	2 Added 0.19%	1,031 $58,000
Q3 2023 Oct 31, 2023	BUY	$50.36 - $54.21 $100 - $108	2 Added 0.19%	1,029 $52,000
Q2 2023 Aug 14, 2023	BUY	$47.67 - $52.37 $95 - $104	2 Added 0.2%	1,027 $53,000
Q1 2023 May 09, 2023	SELL	$44.78 - $49.41 $7,299 - $8,053	-163 Reduced 13.72%	1,025 $49,000
Q4 2022 Feb 10, 2023	BUY	$42.25 - $48.16 $126 - $144	3 Added 0.25%	1,188 $53,000
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $719 - $867	-17 Reduced 1.41%	1,185 $50,000
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $130 - $163	3 Added 0.25%	1,202 $54,000
Q1 2022 May 13, 2022	BUY	$49.51 - $57.27 $29,210 - $33,789	590 Added 96.88%	1,199 $65,000
Q4 2021 Feb 15, 2022	BUY	$51.9 - $57.29 $31,607 - $34,889	609 New	609 $69,000

Others Institutions Holding SCHX

# of Institutions

1,448

Shares Held

940M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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