Guardian Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Guardian Wealth Advisors, LLC
- $1.18 Billion
- Q4 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 9,055 shares of SCHZ stock, worth $210,619. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,055
Previous 16
56493.75%
Holding current value
$210,619
Previous $0
Infinity%
% of portfolio
0.02%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$201 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$146 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio