Schwab 1000 Index Etf etf shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Schwab 1000 Index Etf etf
Tip: Access up to 7 years of quarterly data
All positions including Schwab 1000 Index Etf 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 1000 Index Etf etf by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 37k | 55.29 |
| 2024-06-30 | $2.0M | 37k | 52.33 |
| 2024-03-31 | $1.7M | 34k | 50.67 |
| 2023-12-31 | $1.2M | 26k | 46.06 |
| 2023-09-30 | $613k | 15k | 41.30 |
| 2023-06-30 | $495k | 12k | 42.78 |
| 2023-03-31 | $338k | 8.5k | 39.55 |
| 2022-12-31 | $281k | 7.6k | 36.93 |
| 2022-09-30 | $138k | 4.0k | 34.59 |
| 2022-06-30 | $16k | 440 | 36.36 |
| 2022-03-31 | $13k | 290 | 44.83 |
| 2021-12-31 | $2.0k | 40 | 50.00 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
View all positions for Guardian Wealth Advisors, Llc / Nc