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 Excel
Quarterly 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 |
|---|---|---|---|
| 2025-09-30 | $515k | 19k | 27.90 |
| 2025-06-30 | $472k | 19k | 25.30 |
| 2025-03-31 | $450k | 19k | 23.43 |
| 2024-12-31 | $482k | 19k | 25.86 |
| 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 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
View all positions for Guardian Wealth Advisors, Llc / Nc