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

Guardian Financial Partners, LLC

  • $128 Million
  • Q3 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 34,118 shares of SCHG stock, worth $987,374. This represents 2.77% of its overall portfolio holdings.

Number of Shares
34,118
Previous 32,177 6.03%
Holding current value
$987,374
Previous $3.24 Million 9.56%
% of portfolio
2.77%
Previous 2.67%

Shares

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

Oct 31, 2024
BUY
$92.63 - $105.69 $179,794 - $205,144
1,941 Added 6.03%
34,118 $3.55 Million
Q2 2024

Jul 15, 2024
BUY
$87.04 - $101.61 $147,271 - $171,924
1,692 Added 5.55%
32,177 $3.24 Million
Q1 2024

Apr 26, 2024
BUY
$80.6 - $93.32 $194,165 - $224,807
2,409 Added 8.58%
30,485 $2.83 Million
Q4 2023

Jan 08, 2024
BUY
$70.08 - $83.37 $427,558 - $508,640
6,101 Added 27.76%
28,076 $2.33 Million
Q3 2023

Oct 05, 2023
BUY
$71.99 - $78.02 $1.58 Million - $1.71 Million
21,975 New
21,975 $1.6 Million
Q1 2023

Apr 11, 2023
BUY
$54.19 - $65.17 $97,108 - $116,784
1,792 Added 11.42%
17,483 $1.14 Million
Q4 2022

Jan 17, 2023
BUY
$54.31 - $60.76 $32,314 - $36,152
595 Added 3.94%
15,691 $0
Q3 2022

Oct 18, 2022
BUY
$55.81 - $69.25 $93,928 - $116,547
1,683 Added 12.55%
15,096 $843,000
Q2 2022

Jul 13, 2022
BUY
$55.73 - $76.55 $127,900 - $175,682
2,295 Added 20.64%
13,413 $778,000
Q1 2022

Apr 26, 2022
BUY
$65.63 - $82.62 $405,527 - $510,508
6,179 Added 125.11%
11,118 $748,000
Q4 2021

Jan 19, 2022
BUY
$73.11 - $83.4 $361,090 - $411,912
4,939 New
4,939 $809,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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