Guardian Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Guardian Wealth Advisors, LLC
- $154 Million
- Q2 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 8,101 shares of SCHE stock, worth $232,336. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,101
Previous 7,958
1.8%
Holding current value
$232,336
Previous $200,000
7.5%
% of portfolio
0.14%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
239MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.85 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$609 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$562 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$208 Million0.3% of portfolio
-
Us Bancorp \De\3.81MShares$109 Million0.14% of portfolio