Guardian Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Guardian Wealth Management, Inc.
- $132 Million
- Q4 2024
A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 1,282 shares of SCHM stock, worth $34,344. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,282
Previous 427
200.23%
Holding current value
$34,344
Previous $35,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio