Guardian Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Guardian Financial Partners, LLC

$135 Million
Q4 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 156,576 shares of SCHG stock, worth $4.43 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

156,576

Previous 34,118 358.92%

Holding current value

$4.43 Million

Previous $3.55 Million 22.76%

% of portfolio

3.23%

Previous 2.77%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$25.93 - $105.3 $3.18 Million - $12.9 Million	122,458 Added 358.92%	156,576 $4.36 Million
Q3 2024 Oct 31, 2024	BUY	$92.63 - $105.69 $179,794 - $205,144	1,941 Added 6.03%	34,118 $3.55 Million
Q2 2024 Jul 15, 2024	BUY	$87.04 - $101.61 $147,271 - $171,924	1,692 Added 5.55%	32,177 $3.24 Million
Q1 2024 Apr 26, 2024	BUY	$80.6 - $93.32 $194,165 - $224,807	2,409 Added 8.58%	30,485 $2.83 Million
Q4 2023 Jan 08, 2024	BUY	$70.08 - $83.37 $427,558 - $508,640	6,101 Added 27.76%	28,076 $2.33 Million
Q3 2023 Oct 05, 2023	BUY	$71.99 - $78.02 $1.58 Million - $1.71 Million	21,975 New	21,975 $1.6 Million
Q1 2023 Apr 11, 2023	BUY	$54.19 - $65.17 $97,108 - $116,784	1,792 Added 11.42%	17,483 $1.14 Million
Q4 2022 Jan 17, 2023	BUY	$54.31 - $60.76 $32,314 - $36,152	595 Added 3.94%	15,691 $0
Q3 2022 Oct 18, 2022	BUY	$55.81 - $69.25 $93,928 - $116,547	1,683 Added 12.55%	15,096 $843,000
Q2 2022 Jul 13, 2022	BUY	$55.73 - $76.55 $127,900 - $175,682	2,295 Added 20.64%	13,413 $778,000
Q1 2022 Apr 26, 2022	BUY	$65.63 - $82.62 $405,527 - $510,508	6,179 Added 125.11%	11,118 $748,000
Q4 2021 Jan 19, 2022	BUY	$73.11 - $83.4 $361,090 - $411,912	4,939 New	4,939 $809,000

Others Institutions Holding SCHG

# of Institutions

1,331

Shares Held

1.79B

Call Options Held

140K

Put Options Held

91.5K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Guardian Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History