Guardian Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Guardian Wealth Advisors, LLC
- $156 Million
- Q4 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 11,436 shares of SCHM stock, worth $328,785. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,436
Previous 3,734
206.27%
Holding current value
$328,785
Previous $310,000
1.94%
% of portfolio
0.2%
Previous 0.19%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
980Shares Held
173MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$745 Million4.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$290 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$164 Million5.7% of portfolio