Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Guardian Wealth Advisors, LLC
- $838 Million
- Q3 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 348 shares of SCHV stock, worth $9,354. This represents 0.0% of its overall portfolio holdings.
Number of Shares
348
Previous 348
-0.0%
Holding current value
$9,354
Previous $25,000
8.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
844Shares Held
133MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$524 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$326 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$289 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$130 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$114 Million0.81% of portfolio