Guardian Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Guardian Wealth Advisors, LLC
- $162 Million
- Q3 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 3,734 shares of SCHM stock, worth $109,032. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,734
Previous 4,671
20.06%
Holding current value
$109,032
Previous $363,000
14.6%
% of portfolio
0.19%
Previous 0.24%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio