Guardian Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Guardian Wealth Management, Inc.
- $122 Million
- Q2 2024
A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 52 shares of SCHZ stock, worth $2,437. This represents 0.0% of its overall portfolio holdings.
Number of Shares
52
Previous 46
13.04%
Holding current value
$2,437
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio