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 93,485 shares of SCHX stock, worth $6.02 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares

93,485

Previous 90,574 3.21%

Holding current value

$6.02 Million

Previous $5.62 Million 6.85%

% of portfolio

4.94%

Previous 4.76%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$44.01 - $48.16 $63,682 - $69,687	1,447 Added 2.66%	55,904 $0
Q3 2022 Oct 18, 2022	BUY	N/A	6,218 Added 12.89%	54,457 $2.31 Million
Q2 2022 Jul 13, 2022	BUY	N/A	3,360 Added 7.49%	48,239 $2.15 Million
Q1 2022 Apr 26, 2022	BUY	N/A	23,511 Added 110.03%	44,879 $2.27 Million
Q4 2021 Jan 19, 2022	BUY	N/A	21,368 New	21,368 $2.43 Million

Others Institutions Holding SCHX

# of Institutions

1,270

Shares Held

428M

Call Options Held

40.4K

Put Options Held

1.4K

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