Guardian Wealth Management, Inc. Schwab Strategic Tr Us Emergin Transaction History
Guardian Wealth Management, Inc.
- $122 Million
- Q2 2024
A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 81 shares of SCHE stock, worth $2,425. This represents 0.0% of its overall portfolio holdings.
Number of Shares
81
Previous 83
2.41%
Holding current value
$2,425
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.97 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$663 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$586 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$217 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.1 Million3.96% of portfolio