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

Guardian Financial Partners, LLC

$159 Million
Q1 2025

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 82,528 shares of SCHA stock, worth $1.81 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

82,528

Previous 74,165 11.28%

Holding current value

$1.81 Million

Previous $1.92 Million 0.83%

% of portfolio

1.22%

Previous 1.42%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$23.16 - $27.04 $193,687 - $226,135	8,363 Added 11.28%	82,528 $1.93 Million
Q4 2024 Jan 14, 2025	BUY	$25.33 - $51.16 $1.06 Million - $2.13 Million	41,673 Added 128.26%	74,165 $1.92 Million
Q3 2024 Oct 31, 2024	BUY	$46.9 - $51.96 $114,013 - $126,314	2,431 Added 8.09%	32,492 $1.67 Million
Q2 2024 Jul 15, 2024	BUY	$45.24 - $49.04 $83,332 - $90,331	1,842 Added 6.53%	30,061 $1.43 Million
Q1 2024 Apr 26, 2024	BUY	$44.84 - $49.24 $42,732 - $46,925	953 Added 3.5%	28,219 $1.39 Million
Q4 2023 Jan 08, 2024	BUY	$38.13 - $48.02 $170,555 - $214,793	4,473 Added 19.62%	27,266 $1.29 Million
Q3 2023 Oct 05, 2023	BUY	$40.85 - $46.1 $931,094 - $1.05 Million	22,793 New	22,793 $944,000
Q1 2023 Apr 11, 2023	BUY	$39.82 - $46.36 $34,404 - $40,055	864 Added 4.51%	20,011 $839,000
Q4 2022 Jan 17, 2023	BUY	$38.25 - $43.54 $18,972 - $21,595	496 Added 2.66%	19,147 $0
Q3 2022 Oct 18, 2022	BUY	$37.65 - $45.9 $27,070 - $33,002	719 Added 4.01%	18,651 $705,000
Q2 2022 Jul 13, 2022	BUY	$37.88 - $48.01 $49,395 - $62,605	1,304 Added 7.84%	17,932 $699,000
Q1 2022 Apr 26, 2022	BUY	$44.42 - $51.73 $380,324 - $442,912	8,562 Added 106.15%	16,628 $745,000
Q4 2021 Jan 19, 2022	BUY	$48.64 - $55.07 $392,330 - $444,194	8,066 New	8,066 $826,000

Others Institutions Holding SCHA

# of Institutions

1,263

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

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