Schwab U S Small Cap ETF shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Guardian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $84k | 1.6k | 51.50 |
| 2024-06-30 | $77k | 1.6k | 47.44 |
| 2024-03-31 | $89k | 1.8k | 49.23 |
| 2023-12-31 | $92k | 2.0k | 47.25 |
| 2023-09-30 | $96k | 2.3k | 41.42 |
| 2023-06-30 | $108k | 2.5k | 43.80 |
| 2023-03-31 | $177k | 4.2k | 41.93 |
| 2022-12-31 | $178k | 4.4k | 40.51 |
| 2022-09-30 | $201k | 5.3k | 37.87 |
| 2022-06-30 | $232k | 6.0k | 38.95 |
| 2022-03-31 | $306k | 6.5k | 47.31 |
| 2021-12-31 | $336k | 3.3k | 102.50 |
More positions owned by Guardian Wealth Management
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