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

Guardian Financial Partners, LLC

$181 Million
Q3 2025

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 11,179 shares of SCHB stock, worth $287,635. This represents 0.16% of its overall portfolio holdings.

Number of Shares

11,179

Previous 11,187 0.07%

Holding current value

$287,635

Previous $266,000 7.89%

% of portfolio

0.16%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$23.82 - $25.84 $190 - $206	-8 Reduced 0.07%	11,179 $287,000
Q2 2025 Jul 31, 2025	BUY	$19.1 - $23.83 $38 - $47	2 Added 0.02%	11,187 $266,000
Q1 2025 Apr 22, 2025	BUY	$21.23 - $23.75 $63 - $71	3 Added 0.03%	11,185 $240,000
Q4 2024 Jan 14, 2025	BUY	$22.01 - $66.82 $165,823 - $503,421	7,534 Added 206.52%	11,182 $253,000
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

1,350

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR US BROAD M

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