Guardian Asset Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Guardian Asset Advisors, LLC
- $156 Billion
- Q4 2024
A detailed history of Guardian Asset Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 66,228 shares of SCHD stock, worth $1.87 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
66,228
Previous 15,028
340.7%
Holding current value
$1.87 Million
Previous $1.27 Billion
42.5%
% of portfolio
1.16%
Previous 0.86%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,929Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$756 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$733 Million4.56% of portfolio