Guardian Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Guardian Wealth Advisors, LLC
- $754 Million
- Q2 2024
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 37,403 shares of SCHK stock, worth $1.05 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
37,403
Previous 34,200
9.37%
Holding current value
$1.05 Million
Previous $1.73 Million
12.99%
% of portfolio
0.26%
Previous 0.24%
Shares
11 transactions
Others Institutions Holding SCHK
# of Institutions
176Shares Held
34.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$676 Million2.82% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$52.5 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.5 Million5.84% of portfolio
-
Waddell & Associates, LLC950KShares$26.6 Million6.58% of portfolio