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 $319,979. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,436
Previous 3,734
206.27%
Holding current value
$319,979
Previous $310,000
1.94%
% of portfolio
0.2%
Previous 0.19%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio