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 22,874 shares of SCHC stock, worth $779,317. This represents 0.69% of its overall portfolio holdings.

Number of Shares
22,874
Previous 20,820 9.87%
Holding current value
$779,317
Previous $740,000 19.05%
% of portfolio
0.69%
Previous 0.61%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$34.48 - $38.87 $70,821 - $79,838
2,054 Added 9.87%
22,874 $881,000
Q2 2024

Jul 15, 2024

BUY
$34.12 - $36.71 $52,032 - $55,982
1,525 Added 7.9%
20,820 $740,000
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
$27.31 - $32.98 $12,699 - $15,335
465 Added 5.46%
8,978 $0
Q3 2022

Oct 18, 2022

BUY
$27.46 - $34.27 $29,903 - $37,320
1,089 Added 14.67%
8,513 $236,000
Q2 2022

Jul 13, 2022

BUY
$31.0 - $38.49 $39,215 - $48,689
1,265 Added 20.54%
7,424 $232,000
Q1 2022

Apr 26, 2022

BUY
$34.89 - $41.24 $25,190 - $29,775
722 Added 13.28%
6,159 $221,000
Q4 2021

Jan 19, 2022

BUY
$39.06 - $43.63 $212,369 - $237,216
5,437 New
5,437 $223,000

Others Institutions Holding SCHC

About SCHWAB STRATEGIC TR INTL SMALL


  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
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.