Guardian Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Guardian Wealth Management, Inc.
- $121 Million
- Q1 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 510 shares of SCHM stock, worth $39,315. This represents 0.03% of its overall portfolio holdings.
Number of Shares
510
Previous 509
0.2%
Holding current value
$39,315
Previous $38,000
7.89%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
903Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.62 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$781 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$285 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio