Guardian Asset Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Guardian Asset Advisors, LLC
- $147 Billion
- Q3 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 15,028 shares of SCHD stock, worth $435,962. This represents 0.86% of its overall portfolio holdings.
Number of Shares
15,028
Previous 13,917
7.98%
Holding current value
$435,962
Previous $1.08 Billion
17.41%
% of portfolio
0.86%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,727Shares Held
269MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$335 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.27MShares$269 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$259 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$247 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.59MShares$220 Million0.05% of portfolio