Guardian Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Guardian Wealth Management, Inc.
- $121 Million
- Q1 2024
A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 24,069 shares of SCHB stock, worth $1.54 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
24,069
Previous 24,056
0.05%
Holding current value
$1.54 Million
Previous $1.34 Million
9.71%
% of portfolio
1.21%
Previous 1.2%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$230 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio