SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 21,196 Value ($000) $517 Avg Close Range
Q3 2025
Shares 20,683 Value ($000) $505 Avg Close Range
Q2 2025
Shares 21,380 Value ($000) $521 Avg Close Range
Q1 2025
Shares 21,744 Value ($000) $529 Avg Close Range
Q4 2024
Shares 21,969 Value ($000) $529 Avg Close Range
Q1 2023
Shares 555 Value ($000) $27 Avg Close Range
Q2 2022
Shares 256 Value ($000) $13 Avg Close Range