Guardian Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Guardian Wealth Management, Inc.
- $132 Million
- Q4 2024
A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 128 shares of SCHZ stock, worth $2,935. This represents 0.0% of its overall portfolio holdings.
Number of Shares
128
Previous 55
132.73%
Holding current value
$2,935
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
686Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio