SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

GUARDIAN WEALTH ADVISORS, LLC / NC's Holding History (CIK: 0001901403)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,002 Value ($000) $367 Avg Close Range
Q3 2025
Shares 10,176 Value ($000) $262 Avg Close Range
Q2 2025
Shares 10,104 Value ($000) $241 Avg Close Range
Q1 2025
Shares 9,643 Value ($000) $208 Avg Close Range
Q4 2024
Shares 9,628 Value ($000) $219 Avg Close Range
Q3 2024
Shares 3,193 Value ($000) $212 Avg Close Range
Q2 2024
Shares 3,173 Value ($000) $199 Avg Close Range
Q1 2024
Shares 3,164 Value ($000) $193 Avg Close Range
Q4 2023
Shares 3,124 Value ($000) $174 Avg Close Range
Q3 2023
Shares 2,914 Value ($000) $145 Avg Close Range
Q2 2023
Shares 2,896 Value ($000) $150 Avg Close Range
Q1 2023
Shares 2,896 Value ($000) $139 Avg Close Range
Q4 2022
Shares 2,884 Value ($000) $129 Avg Close Range
Q3 2022
Shares 2,860 Value ($000) $120 Avg Close Range
Q2 2022
Shares 3,517 Value ($000) $155 Avg Close Range
Q1 2022
Shares 424 Value ($000) $23 Avg Close Range
Q4 2021
Shares 91 Value ($000) $10 Avg Close Range