Schwab U S Large Cap Growth ETF shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 7.8k | 31.91 |
| 2025-06-30 | $228k | 7.8k | 29.21 |
| 2025-03-31 | $193k | 7.7k | 25.04 |
| 2024-12-31 | $130k | 4.7k | 27.87 |
| 2024-09-30 | $120k | 1.2k | 104.18 |
| 2024-06-30 | $117k | 1.2k | 100.84 |
| 2024-03-31 | $213k | 2.3k | 92.74 |
| 2023-12-31 | $286k | 3.4k | 82.97 |
| 2023-09-30 | $255k | 3.5k | 72.73 |
| 2023-06-30 | $277k | 3.7k | 74.96 |
| 2023-03-31 | $227k | 3.5k | 65.18 |
| 2022-12-31 | $204k | 3.7k | 55.56 |
| 2022-09-30 | $201k | 3.6k | 55.74 |
| 2022-06-30 | $209k | 3.6k | 57.88 |
| 2022-03-31 | $78k | 1.0k | 75.14 |
| 2021-12-31 | $102k | 625 | 163.20 |
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