Guardian Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Guardian Wealth Advisors, LLC
- $1.33 Billion
- Q2 2025
A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 76,840 shares of SCHK stock, worth $2.36 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
76,840
Previous 75,700
1.51%
Holding current value
$2.36 Million
Previous $2.04 Million
12.47%
% of portfolio
0.17%
Previous 0.18%
Shares
15 transactions
Others Institutions Holding SCHK
# of Institutions
233Shares Held
73MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.43 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$204 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$126 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$95 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.9 Million5.96% of portfolio