A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 4,364 shares of SCHP stock, worth $112,591. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,364
Previous 4,958 11.98%
Holding current value
$112,591
Previous $257,000 8.95%
% of portfolio
0.18%
Previous 0.21%

Shares

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

Oct 31, 2024

SELL
$51.58 - $53.79 $30,638 - $31,951
-594 Reduced 11.98%
4,364 $234,000
Q2 2024

Jul 15, 2024

BUY
$51.1 - $52.24 $2,248 - $2,298
44 Added 0.9%
4,958 $257,000
Q1 2024

Apr 26, 2024

BUY
$51.32 - $52.45 $51,576 - $52,712
1,005 Added 25.71%
4,914 $256,000
Q4 2023

Jan 08, 2024

BUY
$49.69 - $52.46 $194,238 - $205,066
3,909 New
3,909 $204,000

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Guardian Financial Partners, LLC Portfolio

Follow Guardian Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Financial Partners, LLC with notifications on news.