Guardian Asset Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Guardian Asset Advisors, LLC
- $174 Billion
- Q2 2025
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 10,432 shares of SCHV stock, worth $290,531. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,432
Previous 10,731
2.79%
Holding current value
$290,531
Previous $279 Million
3.69%
% of portfolio
0.17%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
956Shares Held
336MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.48 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.13 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$919 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$450 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$322 Million0.73% of portfolio