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 $83,758. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,648
Previous 3,648 -0.0%
Holding current value
$83,758
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
1,178
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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