Guardian Wealth Advisors, Llc / Nc »

Schwab U S Large Cap Growth ETF shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2023-09-30 $255k 3.5k 72.73
2023-06-30 $277k 3.7k 74.96
2023-03-31 $227k 3.5k 65.18
2022-12-31 $204k 3.7k 55.56
2022-09-30 $201k 3.6k 55.74
2022-06-30 $209k 3.6k 57.88
2022-03-31 $78k 1.0k 75.14
2021-12-31 $102k 625 163.20