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

Guardian Financial Partners, LLC

  • $128 Million
  • Q3 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 34,118 shares of SCHG stock, worth $988,398. This represents 2.77% of its overall portfolio holdings.

Number of Shares
34,118
Previous 32,177 6.03%
Holding current value
$988,398
Previous $3.24 Million 9.56%
% of portfolio
2.77%
Previous 2.67%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,313
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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