Guardian Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Guardian Wealth Management, Inc.
- $132 Million
- Q3 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 55 shares of SCHZ stock, worth $1,250. This represents 0.0% of its overall portfolio holdings.
Number of Shares
55
Previous 52
5.77%
Holding current value
$1,250
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
105MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.4 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.2 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio