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

Guardian Financial Partners, LLC

  • $178 Million
  • Q4 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 98,296 shares of SCHA stock, worth $2.7 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
98,296
Previous 94,438 4.09%
Holding current value
$2.7 Million
Previous $2.63 Million 2.35%
% of portfolio
1.51%
Previous 1.45%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$27.17 - $28.65 $104,821 - $110,531
3,858 Added 4.09%
98,296 $2.7 Million
Q3 2025

Oct 09, 2025
BUY
$25.29 - $28.33 $60,114 - $67,340
2,377 Added 2.58%
94,438 $2.63 Million
Q2 2025

Jul 31, 2025
BUY
$20.42 - $25.3 $194,663 - $241,184
9,533 Added 11.55%
92,061 $2.33 Million
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
1,328
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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  • Ticker SCHA
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More about SCHA
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