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Schwab Strategic Tr sht tm us tres shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2025-09-30 $505k 21k 24.40
2025-06-30 $521k 21k 24.38
2025-03-31 $529k 22k 24.34
2024-12-31 $529k 22k 24.06
2023-03-31 $27k 555 48.79
2022-06-30 $13k 256 50.78

More positions owned by Guardian Wealth Advisors, Llc / Nc

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
First Tr Exchange-traded Vest Investment (LQTI)
Ea Series Trust Freedom 100 Em (FRDM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)

View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding Schwab Strategic Tr sht tm us tres

Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
Morgan Stanley
LPL Financial
State Street Corporation
HPM Partners
Wealth Enhancement Advisory Services
MCF Advisors
Bsc Private Wealth Management

View all funds holding Schwab Strategic Tr sht tm us tres