Guardian Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Guardian Financial Partners, LLC

$135 Million
Q4 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 209,240 shares of SCHZ stock, worth $4.75 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

209,240

Previous 81,994 155.19%

Holding current value

$4.75 Million

Previous $3.9 Million 21.89%

% of portfolio

3.51%

Previous 3.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$22.63 - $47.53 $2.88 Million - $6.05 Million	127,246 Added 155.19%	209,240 $4.75 Million
Q3 2024 Oct 31, 2024	SELL	$45.2 - $47.87 $20,385 - $21,589	-451 Reduced 0.55%	81,994 $3.9 Million
Q2 2024 Jul 15, 2024	SELL	$44.66 - $45.99 $33,941 - $34,952	-760 Reduced 0.91%	82,445 $3.76 Million
Q1 2024 Apr 26, 2024	BUY	$45.44 - $46.67 $322,033 - $330,750	7,087 Added 9.31%	83,205 $3.83 Million
Q4 2023 Jan 08, 2024	BUY	$43.09 - $46.83 $858,094 - $932,572	19,914 Added 35.43%	76,118 $3.55 Million
Q3 2023 Oct 05, 2023	BUY	$44.14 - $46.33 $2.48 Million - $2.6 Million	56,204 New	56,204 $2.49 Million
Q1 2023 Apr 11, 2023	BUY	$45.33 - $47.44 $129,190 - $135,204	2,850 Added 5.58%	53,902 $2.53 Million
Q4 2022 Jan 17, 2023	BUY	$44.04 - $47.03 $25,190 - $26,901	572 Added 1.13%	51,052 $0
Q3 2022 Oct 18, 2022	BUY	$44.98 - $49.09 $185,092 - $202,005	4,115 Added 8.88%	50,480 $2.29 Million
Q2 2022 Jul 13, 2022	SELL	$46.62 - $50.36 $1,911 - $2,064	-41 Reduced 0.09%	46,365 $2.22 Million
Q1 2022 Apr 26, 2022	BUY	$50.05 - $53.52 $98,098 - $104,899	1,960 Added 4.41%	46,406 $2.25 Million
Q4 2021 Jan 19, 2022	BUY	$53.63 - $54.52 $2.38 Million - $2.42 Million	44,446 New	44,446 $2.4 Million

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

94.5M

Call Options Held

100

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Guardian Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History