Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Guardian Wealth Advisors, LLC
- $176 Million
- Q3 2025
A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 10,346 shares of SCHX stock, worth $274,582. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,346
Previous 10,346
-0.0%
Holding current value
$274,582
Previous $252,000
7.94%
% of portfolio
0.15%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,632Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio