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 $431,453. This represents 0.86% of its overall portfolio holdings.
Number of Shares
15,028
Previous 13,917
7.98%
Holding current value
$431,453
Previous $1.08 Billion
17.41%
% of portfolio
0.86%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$331 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$265 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$257 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$244 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$213 Million0.05% of portfolio