Guardian Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Guardian Financial Partners, LLC
- $122 Million
- Q2 2024
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 82,445 shares of SCHZ stock, worth $3.8 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
82,445
Previous 83,205
0.91%
Holding current value
$3.8 Million
Previous $3.83 Million
1.83%
% of portfolio
3.09%
Previous 3.24%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
602Shares Held
107MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.48 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$207 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$166 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$159 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$118 Million0.03% of portfolio