Schwab Strategic Tr us lrg cap etf shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Schwab Strategic Tr us lrg cap etf
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us lrg cap 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 Strategic Tr us lrg cap etf by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66M | 2.5M | 26.34 |
| 2025-06-30 | $61M | 2.5M | 24.44 |
| 2025-03-31 | $53M | 2.4M | 22.08 |
| 2024-12-31 | $54M | 2.3M | 23.18 |
| 2024-09-30 | $53M | 782k | 67.85 |
| 2024-06-30 | $49M | 762k | 64.25 |
| 2024-03-31 | $46M | 738k | 62.06 |
| 2023-12-31 | $40M | 701k | 56.40 |
| 2023-09-30 | $38M | 749k | 50.60 |
| 2023-06-30 | $17M | 326k | 52.37 |
| 2023-03-31 | $15M | 306k | 48.37 |
| 2022-12-31 | $11M | 252k | 45.15 |
| 2022-09-30 | $11M | 270k | 42.35 |
| 2022-06-30 | $11M | 252k | 44.66 |
| 2022-03-31 | $3.0M | 57k | 53.86 |
| 2021-12-31 | $3.2M | 28k | 113.83 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
View all positions for Guardian Wealth Advisors, Llc / Nc
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf