Schwab U S Small Cap ETF shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Guardian Wealth Advisors, Llc / Nc
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $468k | 9.1k | 51.50 |
2024-06-30 | $429k | 9.0k | 47.45 |
2024-03-31 | $445k | 9.0k | 49.24 |
2023-12-31 | $427k | 9.0k | 47.24 |
2023-09-30 | $377k | 9.1k | 41.42 |
2023-06-30 | $398k | 9.1k | 43.80 |
2023-03-31 | $365k | 8.7k | 41.93 |
2022-12-31 | $343k | 8.5k | 40.51 |
2022-09-30 | $315k | 8.3k | 37.77 |
2022-06-30 | $335k | 8.6k | 38.95 |
2022-03-31 | $240k | 5.1k | 47.32 |
2021-12-31 | $259k | 2.5k | 102.29 |
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