Guardian Asset Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Guardian Asset Advisors, LLC
- $147 Billion
- Q3 2024
A detailed history of Guardian Asset Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 14,221 shares of SCHG stock, worth $402,596. This represents 1.0% of its overall portfolio holdings.
Number of Shares
14,221
Previous 21,584
34.11%
Holding current value
$402,596
Previous $2.18 Billion
32.18%
% of portfolio
1.0%
Previous 1.6%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$318 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$310 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$276 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$271 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio