Guardian Financial Partners, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Guardian Financial Partners, LLC
- $178 Million
- Q4 2025
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 10,263 shares of SCHI stock, worth $235,227. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,263
Previous 10,266
0.03%
Holding current value
$235,227
Previous $236,000
0.42%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding SCHI
# of Institutions
250Shares Held
52.4MCall Options Held
0Put Options Held
9K-
River Front Investment Group, LLC Richmond, VA8.42MShares$193 Million3.56% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.46MShares$171 Million0.37% of portfolio
-
Envestnet Asset Management Inc7.36MShares$169 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$130 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$55.9 Million0.02% of portfolio