SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 13,351 Value ($000) $401 Avg Close Range
Q3 2025
Shares 13,285 Value ($000) $394 Avg Close Range
Q2 2025
Shares 13,539 Value ($000) $380 Avg Close Range
Q1 2025
Shares 13,518 Value ($000) $354 Avg Close Range
Q4 2024
Shares 13,841 Value ($000) $384 Avg Close Range
Q3 2024
Shares 3,299 Value ($000) $274 Avg Close Range
Q2 2024
Shares 3,120 Value ($000) $243 Avg Close Range
Q1 2024
Shares 1,868 Value ($000) $152 Avg Close Range
Q4 2023
Shares 2,070 Value ($000) $156 Avg Close Range
Q3 2023
Shares 931 Value ($000) $63 Avg Close Range
Q2 2023
Shares 1,228 Value ($000) $87 Avg Close Range
Q1 2023
Shares 1,224 Value ($000) $83 Avg Close Range
Q4 2022
Shares 1,216 Value ($000) $80 Avg Close Range
Q3 2022
Shares 912 Value ($000) $55 Avg Close Range
Q2 2022
Shares 908 Value ($000) $57 Avg Close Range
Q1 2022
Shares 1,267 Value ($000) $96 Avg Close Range
Q4 2021
Shares 1,295 Value ($000) $104 Avg Close Range