Guardian Financial Partners, LLC Schwab Short Term Us Treasury Transaction History

Guardian Financial Partners, LLC

$135 Million
Q4 2024

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 42,937 shares of SCHO stock, worth $1.04 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

42,937

Previous 14,759 190.92%

Holding current value

$1.04 Million

Previous $722,000 43.07%

% of portfolio

0.76%

Previous 0.56%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$24.06 - $48.88 $677,962 - $1.38 Million	28,178 Added 190.92%	42,937 $1.03 Million
Q3 2024 Oct 31, 2024	SELL	$47.93 - $49.06 $72,470 - $74,178	-1,512 Reduced 9.29%	14,759 $722,000
Q2 2024 Jul 15, 2024	BUY	$47.75 - $48.13 $2,005 - $2,021	42 Added 0.26%	16,271 $783,000
Q1 2024 Apr 26, 2024	BUY	$48.05 - $48.63 $85,769 - $86,804	1,785 Added 12.36%	16,229 $782,000
Q4 2023 Jan 08, 2024	BUY	$47.66 - $48.45 $250,786 - $254,943	5,262 Added 57.31%	14,444 $699,000
Q3 2023 Oct 05, 2023	BUY	$47.78 - $48.2 $438,715 - $442,572	9,182 New	9,182 $439,000
Q1 2023 Apr 11, 2023	BUY	$47.8 - $49.0 $11,519 - $11,809	241 Added 2.49%	9,913 $483,000
Q4 2022 Jan 17, 2023	BUY	$47.89 - $48.47 $2,155 - $2,181	45 Added 0.47%	9,672 $0
Q3 2022 Oct 18, 2022	BUY	$48.15 - $49.37 $23,930 - $24,536	497 Added 5.44%	9,627 $465,000
Q2 2022 Jul 13, 2022	BUY	$48.73 - $49.59 $52,579 - $53,507	1,079 Added 13.4%	9,130 $449,000
Q1 2022 Apr 26, 2022	BUY	$49.47 - $50.82 $26,120 - $26,832	528 Added 7.02%	8,051 $392,000
Q4 2021 Jan 19, 2022	BUY	$50.83 - $51.21 $382,394 - $385,252	7,523 New	7,523 $383,000

Others Institutions Holding SCHO

# of Institutions

623

Shares Held

208M

Call Options Held

74.3K

Put Options Held

30.8K

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About SCHWAB SHORT-TERM US TREASURY

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Guardian Financial Partners, LLC Schwab Short Term Us Treasury Transaction History