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 $210,076. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,055
Previous 16
56493.75%
Holding current value
$210,076
Previous $0
Infinity%
% of portfolio
0.02%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
689Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio