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

Guardian Financial Partners, LLC

$135 Million
Q4 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 328,913 shares of SCHX stock, worth $7.58 Million. This represents 5.64% of its overall portfolio holdings.

Number of Shares

328,913

Previous 99,618 230.17%

Holding current value

$7.58 Million

Previous $6.76 Million 12.8%

% of portfolio

5.64%

Previous 5.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$22.4 - $68.28 $5.14 Million - $15.7 Million	229,295 Added 230.17%	328,913 $7.62 Million
Q3 2024 Oct 31, 2024	BUY	$61.11 - $67.85 $374,787 - $416,124	6,133 Added 6.56%	99,618 $6.76 Million
Q2 2024 Jul 15, 2024	BUY	$58.7 - $64.78 $170,875 - $188,574	2,911 Added 3.21%	93,485 $6.01 Million
Q1 2024 Apr 26, 2024	BUY	$55.41 - $62.08 $370,138 - $414,694	6,680 Added 7.96%	90,574 $5.62 Million
Q4 2023 Jan 08, 2024	BUY	$48.47 - $56.6 $804,408 - $939,333	16,596 Added 24.66%	83,894 $4.73 Million
Q3 2023 Oct 05, 2023	BUY	$50.36 - $54.21 $3.39 Million - $3.65 Million	67,298 New	67,298 $3.41 Million
Q1 2023 Apr 11, 2023	BUY	$44.78 - $49.41 $108,681 - $119,918	2,427 Added 4.34%	58,331 $2.82 Million
Q4 2022 Jan 17, 2023	BUY	$42.25 - $48.16 $61,135 - $69,687	1,447 Added 2.66%	55,904 $0
Q3 2022 Oct 18, 2022	BUY	$42.35 - $51.01 $263,332 - $317,180	6,218 Added 12.89%	54,457 $2.31 Million
Q2 2022 Jul 13, 2022	BUY	$43.35 - $54.51 $145,656 - $183,153	3,360 Added 7.49%	48,239 $2.15 Million
Q1 2022 Apr 26, 2022	BUY	$49.51 - $57.27 $1.16 Million - $1.35 Million	23,511 Added 110.03%	44,879 $2.27 Million
Q4 2021 Jan 19, 2022	BUY	$51.9 - $57.29 $1.11 Million - $1.22 Million	21,368 New	21,368 $2.43 Million

Others Institutions Holding SCHX

# of Institutions

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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