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

Guardian Financial Partners, LLC

  • $128 Million
  • Q3 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 188,276 shares of SCHE stock, worth $5.36 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares
188,276
Previous 183,686 2.5%
Holding current value
$5.36 Million
Previous $4.88 Million 12.61%
% of portfolio
4.28%
Previous 4.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$25.45 - $29.53 $116,815 - $135,542
4,590 Added 2.5%
188,276 $5.49 Million
Q2 2024

Jul 15, 2024
BUY
$24.67 - $27.2 $1,085 - $1,196
44 Added 0.02%
183,686 $4.88 Million
Q1 2024

Apr 26, 2024
SELL
$23.47 - $25.45 $7,299 - $7,914
-311 Reduced 0.17%
183,642 $4.64 Million
Q4 2023

Jan 08, 2024
BUY
$23.04 - $24.89 $29,859 - $32,257
1,296 Added 0.71%
183,953 $4.56 Million
Q3 2023

Oct 05, 2023
BUY
$23.83 - $26.11 $4.35 Million - $4.77 Million
182,657 New
182,657 $4.37 Million
Q1 2023

Apr 11, 2023
SELL
$23.32 - $26.39 $257,616 - $291,530
-11,047 Reduced 5.38%
194,097 $4.76 Million
Q4 2022

Jan 17, 2023
SELL
$21.59 - $24.95 $196,382 - $226,945
-9,096 Reduced 4.25%
205,144 $0
Q3 2022

Oct 18, 2022
SELL
$22.4 - $25.83 $2.19 Million - $2.52 Million
-97,556 Reduced 31.29%
214,240 $4.8 Million
Q2 2022

Jul 13, 2022
BUY
$24.51 - $28.87 $100,147 - $117,962
4,086 Added 1.33%
311,796 $7.91 Million
Q1 2022

Apr 26, 2022
BUY
$25.61 - $30.82 $526,080 - $633,104
20,542 Added 7.15%
307,710 $8.07 Million
Q4 2021

Jan 19, 2022
BUY
$28.68 - $31.96 $8.24 Million - $9.18 Million
287,168 New
287,168 $8.51 Million

Others Institutions Holding SCHE

# of Institutions
770
Shares Held
239M
Call Options Held
13.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Guardian Financial Partners, LLC Portfolio

Follow Guardian Financial Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email