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 $1.15 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
13,917
Previous 13,563
2.61%
Holding current value
$1.15 Million
Previous $1.09 Billion
1.04%
% of portfolio
0.79%
Previous 0.91%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,638Shares Held
273MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$898 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$805 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$757 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$740 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$644 Million5.64% of portfolio