Guardian Asset Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Guardian Asset Advisors, LLC
- $136 Billion
- Q2 2024
A detailed history of Guardian Asset Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 13,917 shares of SCHD stock, worth $1.14 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
13,917
Previous 13,563
2.61%
Holding current value
$1.14 Million
Previous $1.09 Billion
1.04%
% of portfolio
0.79%
Previous 0.91%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$917 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$834 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$760 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$733 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$678 Million4.66% of portfolio