Guardian Asset Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Guardian Asset Advisors, LLC
- $147 Billion
- Q3 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 7,880 shares of SCHV stock, worth $206,692. This represents 0.43% of its overall portfolio holdings.
Number of Shares
7,880
Previous 13,807
42.93%
Holding current value
$206,692
Previous $1.02 Billion
38.37%
% of portfolio
0.43%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$511 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$318 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$282 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio