SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Guardian Wealth Management, Inc.'s Holding History (CIK: 0001910205)

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

Q4 2025
Shares 55,462 Value ($000) $1,455 Avg Close Range
Q3 2025
Shares 57,007 Value ($000) $1,466 Avg Close Range
Q2 2025
Shares 58,621 Value ($000) $1,397 Avg Close Range
Q1 2025
Shares 61,567 Value ($000) $1,326 Avg Close Range
Q4 2024
Shares 69,614 Value ($000) $1,580 Avg Close Range
Q3 2024
Shares 23,197 Value ($000) $1,543 Avg Close Range
Q2 2024
Shares 23,929 Value ($000) $1,504 Avg Close Range
Q1 2024
Shares 24,069 Value ($000) $1,469 Avg Close Range
Q4 2023
Shares 24,056 Value ($000) $1,339 Avg Close Range
Q3 2023
Shares 24,043 Value ($000) $1,199 Avg Close Range
Q2 2023
Shares 24,029 Value ($000) $1,242 Avg Close Range
Q1 2023
Shares 24,387 Value ($000) $1,167 Avg Close Range
Q4 2022
Shares 27,659 Value ($000) $1,239 Avg Close Range
Q3 2022
Shares 28,736 Value ($000) $1,207 Avg Close Range
Q2 2022
Shares 28,869 Value ($000) $1,276 Avg Close Range
Q1 2022
Shares 31,314 Value ($000) $1,672 Avg Close Range
Q4 2021
Shares 17,120 Value ($000) $1,935 Avg Close Range