Guardian Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Guardian Financial Partners, LLC

$128 Million
Q3 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 78,111 shares of SCHD stock, worth $2.2 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares

78,111

Previous 73,271 6.61%

Holding current value

$2.2 Million

Previous $5.7 Million 15.89%

% of portfolio

5.15%

Previous 4.68%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$77.02 - $85.06 $372,776 - $411,690	4,840 Added 6.61%	78,111 $6.6 Million
Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $322,116 - $340,557	4,249 Added 6.16%	73,271 $5.7 Million
Q1 2024 Apr 26, 2024	BUY	$75.25 - $80.63 $995,482 - $1.07 Million	13,229 Added 23.71%	69,022 $5.57 Million
Q4 2023 Jan 08, 2024	BUY	$66.9 - $76.32 $411,167 - $469,062	6,146 Added 12.38%	55,793 $4.25 Million
Q3 2023 Oct 05, 2023	BUY	$70.63 - $75.66 $3.51 Million - $3.76 Million	49,647 New	49,647 $3.51 Million
Q1 2023 Apr 11, 2023	BUY	$70.28 - $78.03 $976,751 - $1.08 Million	13,898 Added 107.69%	26,804 $1.96 Million
Q4 2022 Jan 17, 2023	BUY	$67.16 - $79.06 $866,766 - $1.02 Million	12,906 New	12,906 $0

Others Institutions Holding SCHD

# of Institutions

1,705

Shares Held

278M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Guardian Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History