SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 16,537 Value ($000) $454 Avg Close Range
Q3 2025
Shares 13,185 Value ($000) $360 Avg Close Range
Q2 2025
Shares 13,162 Value ($000) $349 Avg Close Range
Q1 2025
Shares 13,606 Value ($000) $380 Avg Close Range
Q4 2024
Shares 13,546 Value ($000) $370 Avg Close Range
Q3 2024
Shares 2,718 Value ($000) $230 Avg Close Range
Q2 2024
Shares 2,643 Value ($000) $206 Avg Close Range
Q1 2024
Shares 2,980 Value ($000) $240 Avg Close Range
Q4 2023
Shares 3,079 Value ($000) $234 Avg Close Range
Q3 2023
Shares 1,041 Value ($000) $74 Avg Close Range
Q2 2023
Shares 1,036 Value ($000) $75 Avg Close Range
Q1 2023
Shares 829 Value ($000) $61 Avg Close Range
Q4 2022
Shares 697 Value ($000) $53 Avg Close Range
Q3 2022
Shares 626 Value ($000) $42 Avg Close Range
Q2 2022
Shares 836 Value ($000) $60 Avg Close Range