Guardian Financial Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Guardian Financial Partners, LLC

  • $128 Million
  • Q3 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 3,648 shares of SCHB stock, worth $84,013. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,648
Previous 3,648 -0.0%
Holding current value
$84,013
Previous $229,000 5.68%
% of portfolio
0.19%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$54.61 - $61.05 $491 - $549
-9 Reduced 0.25%
3,648 $222,000
Q4 2023

Jan 08, 2024
BUY
$47.61 - $55.91 $174,109 - $204,462
3,657 New
3,657 $203,000
Q2 2022

Jul 13, 2022
SELL
$42.93 - $53.98 $174,896 - $219,914
-4,074 Closed
0 $0
Q1 2022

Apr 26, 2022
BUY
$49.15 - $56.85 $97,759 - $113,074
1,989 Added 95.4%
4,074 $204,000
Q4 2021

Jan 19, 2022
BUY
$51.87 - $56.86 $108,148 - $118,553
2,085 New
2,085 $236,000

Others Institutions Holding SCHB

# of Institutions
1,183
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Guardian Financial Partners, LLC Portfolio

Follow Guardian Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email