Guardian Financial Partners, LLC Schwab Strategic Tr Us Emergin Transaction History

Guardian Financial Partners, LLC

$135 Million
Q4 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 195,756 shares of SCHE stock, worth $5.48 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares

195,756

Previous 188,276 3.97%

Holding current value

$5.48 Million

Previous $5.49 Million 5.12%

% of portfolio

3.86%

Previous 4.28%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$26.63 - $30.23 $199,192 - $226,120	7,480 Added 3.97%	195,756 $5.21 Million
Q3 2024 Oct 31, 2024	BUY	$25.45 - $29.53 $116,815 - $135,542	4,590 Added 2.5%	188,276 $5.49 Million
Q2 2024 Jul 15, 2024	BUY	$24.67 - $27.2 $1,085 - $1,196	44 Added 0.02%	183,686 $4.88 Million
Q1 2024 Apr 26, 2024	SELL	$23.47 - $25.45 $7,299 - $7,914	-311 Reduced 0.17%	183,642 $4.64 Million
Q4 2023 Jan 08, 2024	BUY	$23.04 - $24.89 $29,859 - $32,257	1,296 Added 0.71%	183,953 $4.56 Million
Q3 2023 Oct 05, 2023	BUY	$23.83 - $26.11 $4.35 Million - $4.77 Million	182,657 New	182,657 $4.37 Million
Q1 2023 Apr 11, 2023	SELL	$23.32 - $26.39 $257,616 - $291,530	-11,047 Reduced 5.38%	194,097 $4.76 Million
Q4 2022 Jan 17, 2023	SELL	$21.59 - $24.95 $196,382 - $226,945	-9,096 Reduced 4.25%	205,144 $0
Q3 2022 Oct 18, 2022	SELL	$22.4 - $25.83 $2.19 Million - $2.52 Million	-97,556 Reduced 31.29%	214,240 $4.8 Million
Q2 2022 Jul 13, 2022	BUY	$24.51 - $28.87 $100,147 - $117,962	4,086 Added 1.33%	311,796 $7.91 Million
Q1 2022 Apr 26, 2022	BUY	$25.61 - $30.82 $526,080 - $633,104	20,542 Added 7.15%	307,710 $8.07 Million
Q4 2021 Jan 19, 2022	BUY	$28.68 - $31.96 $8.24 Million - $9.18 Million	287,168 New	287,168 $8.51 Million

Others Institutions Holding SCHE

# of Institutions

824

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

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About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Guardian Financial Partners, LLC Schwab Strategic Tr Us Emergin Transaction History