Guardian Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History
Guardian Wealth Management, Inc.
- $122 Million
- Q2 2024
A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 1,631 shares of SCHA stock, worth $44,836. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,631
Previous 1,797
9.24%
Holding current value
$44,836
Previous $88,000
12.5%
% of portfolio
0.06%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding SCHA
# of Institutions
1,135Shares Held
233MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$607 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$338 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$202 Million0.51% of portfolio