Schwab U S Broad Market ETF shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management 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 Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 23k | 66.52 |
| 2024-06-30 | $1.5M | 24k | 62.87 |
| 2024-03-31 | $1.5M | 24k | 61.05 |
| 2023-12-31 | $1.3M | 24k | 55.67 |
| 2023-09-30 | $1.2M | 24k | 49.85 |
| 2023-06-30 | $1.2M | 24k | 51.70 |
| 2023-03-31 | $1.2M | 24k | 47.85 |
| 2022-12-31 | $1.2M | 28k | 44.81 |
| 2022-09-30 | $1.2M | 29k | 42.00 |
| 2022-06-30 | $1.3M | 29k | 44.20 |
| 2022-03-31 | $1.7M | 31k | 53.39 |
| 2021-12-31 | $1.9M | 17k | 113.03 |
More positions owned by Guardian Wealth Management
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