Guardian Financial Partners, LLC Schwab Strategic Tr Intl Small Transaction History

Guardian Financial Partners, LLC

$118 Million
Q1 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 19,295 shares of SCHC stock, worth $687,094. This represents 0.58% of its overall portfolio holdings.

Number of Shares

19,295

Previous 16,927 13.99%

Holding current value

$687,094

Previous $590,000 16.95%

% of portfolio

0.58%

Previous 0.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$33.2 - $35.86 $78,617 - $84,916	2,368 Added 13.99%	19,295 $690,000
Q4 2023 Jan 08, 2024	BUY	$30.0 - $35.05 $144,420 - $168,730	4,814 Added 39.74%	16,927 $590,000
Q3 2023 Oct 05, 2023	BUY	$32.0 - $35.51 $387,616 - $430,132	12,113 New	12,113 $390,000
Q1 2023 Apr 11, 2023	BUY	$31.54 - $34.93 $25,168 - $27,874	798 Added 8.89%	9,776 $329,000
Q4 2022 Jan 17, 2023	BUY	$29.55 - $32.98 $13,740 - $15,335	465 Added 5.46%	8,978 $0

Q3 2022 Oct 18, 2022	BUY	N/A	1,089 Added 14.67%	8,513 $236,000
Q2 2022 Jul 13, 2022	BUY	N/A	1,265 Added 20.54%	7,424 $232,000
Q1 2022 Apr 26, 2022	BUY	N/A	722 Added 13.28%	6,159 $221,000
Q4 2021 Jan 19, 2022	BUY	N/A	5,437 New	5,437 $223,000

Others Institutions Holding SCHC

# of Institutions

405

Shares Held

88.1M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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Guardian Financial Partners, LLC Schwab Strategic Tr Intl Small Transaction History