Guardian Financial Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Guardian Financial Partners, LLC

  • $128 Million
  • Q3 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 78,449 shares of SCHH stock, worth $1.76 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
78,449
Previous 72,004 8.95%
Holding current value
$1.76 Million
Previous $1.44 Million 26.44%
% of portfolio
1.42%
Previous 1.18%

Shares

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

Oct 31, 2024
BUY
$19.78 - $23.53 $127,482 - $151,650
6,445 Added 8.95%
78,449 $1.82 Million
Q2 2024

Jul 15, 2024
BUY
$18.53 - $20.2 $122,965 - $134,047
6,636 Added 10.15%
72,004 $1.44 Million
Q1 2024

Apr 26, 2024
BUY
$19.39 - $20.93 $167,025 - $180,291
8,614 Added 15.18%
65,368 $1.33 Million
Q4 2023

Jan 08, 2024
BUY
$16.76 - $20.95 $276,791 - $345,989
16,515 Added 41.04%
56,754 $1.18 Million
Q3 2023

Oct 05, 2023
BUY
$17.52 - $20.27 $704,987 - $815,644
40,239 New
40,239 $714,000
Q1 2023

Apr 11, 2023
BUY
$18.01 - $21.78 $54,228 - $65,579
3,011 Added 11.77%
28,589 $557,000
Q4 2022

Jan 17, 2023
BUY
$17.68 - $20.46 $23,814 - $27,559
1,347 Added 5.56%
25,578 $0
Q3 2022

Oct 18, 2022
BUY
$18.45 - $23.6 $54,519 - $69,738
2,955 Added 13.89%
24,231 $453,000
Q2 2022

Jul 13, 2022
BUY
$20.18 - $25.97 $73,011 - $93,959
3,618 Added 20.49%
21,276 $449,000
Q1 2022

Apr 26, 2022
BUY
$22.75 - $26.16 $225,543 - $259,350
9,914 Added 128.02%
17,658 $450,000
Q4 2021

Jan 19, 2022
BUY
$22.99 - $26.35 $178,034 - $204,054
7,744 New
7,744 $408,000

Others Institutions Holding SCHH

# of Institutions
531
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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