Guardian Financial Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History
Guardian Financial Partners, LLC
- $118 Million
- Q1 2024
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 65,368 shares of SCHH stock, worth $1.3 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
65,368
Previous 56,754
15.18%
Holding current value
$1.3 Million
Previous $1.18 Million
12.85%
% of portfolio
1.12%
Previous 1.06%
Shares
9 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio