Guardian Financial Partners, LLC Schwab Strategic Tr Us Small C Transaction History
Guardian Financial Partners, LLC
- $122 Million
- Q2 2024
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 30,061 shares of SCHA stock, worth $1.54 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
30,061
Previous 28,219
6.53%
Holding current value
$1.54 Million
Previous $1.39 Million
2.66%
% of portfolio
1.17%
Previous 1.18%
Shares
10 transactions
Others Institutions Holding SCHA
# of Institutions
1,122Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.45 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$611 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$538 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$377 Million0.51% of portfolio