SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 48,336 Value ($000) $1,326 Avg Close Range
Q3 2025
Shares 49,425 Value ($000) $1,349 Avg Close Range
Q2 2025
Shares 51,606 Value ($000) $1,368 Avg Close Range
Q1 2025
Shares 51,453 Value ($000) $1,439 Avg Close Range
Q4 2024
Shares 340,460 Value ($000) $9,301 Avg Close Range
Q3 2024
Shares 16,258 Value ($000) $1,374 Avg Close Range
Q2 2024
Shares 11,694 Value ($000) $909 Avg Close Range
Q1 2024
Shares 11,182 Value ($000) $902 Avg Close Range
Q4 2023
Shares 23,313 Value ($000) $1,775 Avg Close Range
Q3 2023
Shares 10,602 Value ($000) $750 Avg Close Range
Q2 2023
Shares 9,722 Value ($000) $706 Avg Close Range
Q1 2023
Shares 3,121 Value ($000) $228 Avg Close Range
Q4 2022
Shares 2,797 Value ($000) $211 Avg Close Range
Q3 2022
Shares 3,477 Value ($000) $231 Avg Close Range
Q2 2022
Shares 3,706 Value ($000) $265 Avg Close Range
Q1 2022
Shares 3,908 Value ($000) $308 Avg Close Range
Q4 2021
Shares 4,043 Value ($000) $327 Avg Close Range