Guardian Financial Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History
Guardian Financial Partners, LLC
- $178 Million
- Q4 2025
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 129,268 shares of SCHH stock, worth $2.74 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
129,268
Previous 127,222
1.61%
Holding current value
$2.74 Million
Previous $2.74 Million
0.15%
% of portfolio
1.54%
Previous 1.51%
Shares
16 transactions
Others Institutions Holding SCHH
# of Institutions
602Shares Held
182MCall Options Held
24.3KPut Options Held
21.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA57.1MShares$1.21 Billion2.36% of portfolio
-
Us Bancorp \De\32.1MShares$680 Million0.83% of portfolio
-
Creative Planning Overland Park, KS21.7MShares$460 Million0.36% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$177 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.45MShares$158 Million0.11% of portfolio