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

Guardian Financial Partners, LLC

$135 Million
Q4 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 92,796 shares of SCHH stock, worth $2.05 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

92,796

Previous 78,449 18.29%

Holding current value

$2.05 Million

Previous $1.82 Million 7.54%

% of portfolio

1.45%

Previous 1.42%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$20.55 - $23.26 $294,830 - $333,711	14,347 Added 18.29%	92,796 $1.95 Million
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

552

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

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About SCHWAB STRATEGIC U.S. REIT ETF

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