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

Guardian Financial Partners, LLC

$122 Million
Q2 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 32,177 shares of SCHG stock, worth $3.16 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

32,177

Previous 30,485 5.55%

Holding current value

$3.16 Million

Previous $2.83 Million 14.79%

% of portfolio

2.67%

Previous 2.4%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	1,683 Added 12.55%	15,096 $843,000
Q2 2022 Jul 13, 2022	BUY	N/A	2,295 Added 20.64%	13,413 $778,000
Q1 2022 Apr 26, 2022	BUY	N/A	6,179 Added 125.11%	11,118 $748,000
Q4 2021 Jan 19, 2022	BUY	N/A	4,939 New	4,939 $809,000

Others Institutions Holding SCHG

# of Institutions

1,202

Shares Held

165M

Call Options Held

148K

Put Options Held

24.3K

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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