Guardian Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Guardian Wealth Advisors, LLC
- $717 Million
- Q1 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 200 shares of SCHH stock, worth $3,970. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 551
63.7%
Holding current value
$3,970
Previous $11,000
63.64%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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