Guardian Financial Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Guardian Financial Partners, LLC

$128 Million
Q3 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 32,492 shares of SCHA stock, worth $846,091. This represents 1.3% of its overall portfolio holdings.

Number of Shares

32,492

Previous 30,061 8.09%

Holding current value

$846,091

Previous $1.43 Million 17.32%

% of portfolio

1.3%

Previous 1.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$46.9 - $51.96 $114,013 - $126,314	2,431 Added 8.09%	32,492 $1.67 Million
Q2 2024 Jul 15, 2024	BUY	$45.24 - $49.04 $83,332 - $90,331	1,842 Added 6.53%	30,061 $1.43 Million
Q1 2024 Apr 26, 2024	BUY	$44.84 - $49.24 $42,732 - $46,925	953 Added 3.5%	28,219 $1.39 Million
Q4 2023 Jan 08, 2024	BUY	$38.13 - $48.02 $170,555 - $214,793	4,473 Added 19.62%	27,266 $1.29 Million
Q3 2023 Oct 05, 2023	BUY	$40.85 - $46.1 $931,094 - $1.05 Million	22,793 New	22,793 $944,000
Q1 2023 Apr 11, 2023	BUY	$39.82 - $46.36 $34,404 - $40,055	864 Added 4.51%	20,011 $839,000
Q4 2022 Jan 17, 2023	BUY	$38.25 - $43.54 $18,972 - $21,595	496 Added 2.66%	19,147 $0
Q3 2022 Oct 18, 2022	BUY	$37.65 - $45.9 $27,070 - $33,002	719 Added 4.01%	18,651 $705,000
Q2 2022 Jul 13, 2022	BUY	$37.88 - $48.01 $49,395 - $62,605	1,304 Added 7.84%	17,932 $699,000
Q1 2022 Apr 26, 2022	BUY	$44.42 - $51.73 $380,324 - $442,912	8,562 Added 106.15%	16,628 $745,000
Q4 2021 Jan 19, 2022	BUY	$48.64 - $55.07 $392,330 - $444,194	8,066 New	8,066 $826,000

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Guardian Financial Partners, LLC Schwab Strategic Tr Us Small C Transaction History