Guardian Asset Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Guardian Asset Advisors, LLC
- $156 Billion
- Q4 2024
A detailed history of Guardian Asset Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 15,180 shares of SCHV stock, worth $413,351. This represents 0.25% of its overall portfolio holdings.
Number of Shares
15,180
Previous 7,880
92.64%
Holding current value
$413,351
Previous $630 Million
37.36%
% of portfolio
0.25%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
854Shares Held
183MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$870 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$530 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$330 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio