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

Guardian Financial Partners, LLC

$159 Million
Q1 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 269,941 shares of SCHD stock, worth $6.87 Million. This represents 4.75% of its overall portfolio holdings.

Number of Shares

269,941

Previous 251,850 7.18%

Holding current value

$6.87 Million

Previous $6.88 Million 9.69%

% of portfolio

4.75%

Previous 5.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,964

Shares Held

851M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Financial Partners, LLC with notifications on news.

Account

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