SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 2,622,172 Value ($000) $70,563 Avg Close — Range —
Q3 2025
Shares 2,495,459 Value ($000) $65,730 Avg Close — Range —
Q2 2025
Shares 2,489,469 Value ($000) $60,843 Avg Close — Range —
Q1 2025
Shares 2,382,172 Value ($000) $52,598 Avg Close — Range —
Q4 2024
Shares 2,329,858 Value ($000) $54,006 Avg Close — Range —
Q3 2024
Shares 781,686 Value ($000) $53,037 Avg Close — Range —
Q2 2024
Shares 761,484 Value ($000) $48,926 Avg Close — Range —
Q1 2024
Shares 737,490 Value ($000) $45,769 Avg Close — Range —
Q4 2023
Shares 700,785 Value ($000) $39,524 Avg Close — Range —
Q3 2023
Shares 749,277 Value ($000) $37,913 Avg Close — Range —
Q2 2023
Shares 325,468 Value ($000) $17,045 Avg Close — Range —
Q1 2023
Shares 305,679 Value ($000) $14,786 Avg Close — Range —
Q4 2022
Shares 252,019 Value ($000) $11,379 Avg Close — Range —
Q3 2022
Shares 269,737 Value ($000) $11,423 Avg Close — Range —
Q2 2022
Shares 251,881 Value ($000) $11,249 Avg Close — Range —
Q1 2022
Shares 56,503 Value ($000) $3,043 Avg Close — Range —
Q4 2021
Shares 28,269 Value ($000) $3,218 Avg Close — Range —