Schwab Strategic Tr us aggregate b shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Guardian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6k | 55 | 47.53 |
| 2024-06-30 | $2.4k | 52 | 45.73 |
| 2024-03-31 | $2.1k | 46 | 45.70 |
| 2023-12-31 | $1.9k | 40 | 47.13 |
| 2023-09-30 | $1.6k | 37 | 44.19 |
| 2023-06-30 | $1.5k | 33 | 45.70 |
| 2023-03-31 | $1.4k | 29 | 47.59 |
| 2022-12-31 | $1.2k | 27 | 46.11 |
| 2022-09-30 | $1.0k | 23 | 43.48 |
| 2022-06-30 | $1.0k | 19 | 52.63 |
| 2022-03-31 | $1.0k | 10 | 100.00 |
| 2021-12-31 | $1.0k | 10 | 100.00 |
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