Schwab U S Broad Market ETF shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 10k | 25.71 |
| 2025-06-30 | $241k | 10k | 23.83 |
| 2025-03-31 | $208k | 9.6k | 21.53 |
| 2024-12-31 | $219k | 9.6k | 22.70 |
| 2024-09-30 | $212k | 3.2k | 66.51 |
| 2024-06-30 | $200k | 3.2k | 62.87 |
| 2024-03-31 | $193k | 3.2k | 61.05 |
| 2023-12-31 | $174k | 3.1k | 55.67 |
| 2023-09-30 | $145k | 2.9k | 49.85 |
| 2023-06-30 | $150k | 2.9k | 51.69 |
| 2023-03-31 | $139k | 2.9k | 47.84 |
| 2022-12-31 | $129k | 2.9k | 44.82 |
| 2022-09-30 | $120k | 2.9k | 41.96 |
| 2022-06-30 | $155k | 3.5k | 44.07 |
| 2022-03-31 | $23k | 424 | 54.25 |
| 2021-12-31 | $10k | 91 | 109.89 |
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