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

Guardian Financial Partners, LLC

$178 Million
Q4 2025

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 283,878 shares of SCHD stock, worth $7.73 Million. This represents 4.34% of its overall portfolio holdings.

Number of Shares

283,878

Previous 301,971 5.99%

Holding current value

$7.73 Million

Previous $8.24 Million 6.2%

% of portfolio

4.34%

Previous 4.55%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$26.44 - $27.53 $478,378 - $498,100	-18,093 Reduced 5.99%	283,878 $7.73 Million
Q3 2025 Oct 09, 2025	BUY	$26.38 - $27.95 $454,263 - $481,299	17,220 Added 6.05%	301,971 $8.24 Million
Q2 2025 Jul 31, 2025	BUY	$24.32 - $27.87 $360,179 - $412,754	14,810 Added 5.49%	284,751 $7.55 Million
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $488,637 - $516,317	18,091 Added 7.18%	269,941 $7.55 Million
Q4 2024 Jan 14, 2025	BUY	$26.93 - $84.95 $4.68 Million - $14.8 Million	173,739 Added 222.43%	251,850 $6.88 Million

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

2,063

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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