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

Guardian Financial Partners, LLC

  • $178 Million
  • Q4 2025

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 411,728 shares of SCHX stock, worth $10.9 Million. This represents 6.14% of its overall portfolio holdings.

Number of Shares
411,728
Previous 404,981 1.67%
Holding current value
$10.9 Million
Previous $10.7 Million 2.44%
% of portfolio
6.14%
Previous 5.88%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$25.85 - $27.19 $174,409 - $183,450
6,747 Added 1.67%
411,728 $10.9 Million
Q3 2025

Oct 09, 2025
SELL
$24.46 - $26.5 $10,835 - $11,739
-443 Reduced 0.11%
404,981 $10.7 Million
Q2 2025

Jul 31, 2025
BUY
$19.6 - $24.44 $885,175 - $1.1 Million
45,162 Added 12.54%
405,424 $9.91 Million
Q1 2025

Apr 22, 2025
BUY
$21.75 - $24.28 $681,840 - $761,153
31,349 Added 9.53%
360,262 $7.95 Million
Q4 2024

Jan 14, 2025
BUY
$22.4 - $68.28 $5.14 Million - $15.7 Million
229,295 Added 230.17%
328,913 $7.62 Million
Q3 2024

Oct 31, 2024
BUY
$61.11 - $67.85 $374,787 - $416,124
6,133 Added 6.56%
99,618 $6.76 Million
Q2 2024

Jul 15, 2024
BUY
$58.7 - $64.78 $170,875 - $188,574
2,911 Added 3.21%
93,485 $6.01 Million
Q1 2024

Apr 26, 2024
BUY
$55.41 - $62.08 $370,138 - $414,694
6,680 Added 7.96%
90,574 $5.62 Million
Q4 2023

Jan 08, 2024
BUY
$48.47 - $56.6 $804,408 - $939,333
16,596 Added 24.66%
83,894 $4.73 Million
Q3 2023

Oct 05, 2023
BUY
$50.36 - $54.21 $3.39 Million - $3.65 Million
67,298 New
67,298 $3.41 Million
Q1 2023

Apr 11, 2023
BUY
$44.78 - $49.41 $108,681 - $119,918
2,427 Added 4.34%
58,331 $2.82 Million
Q4 2022

Jan 17, 2023
BUY
$42.25 - $48.16 $61,135 - $69,687
1,447 Added 2.66%
55,904 $0
Q3 2022

Oct 18, 2022
BUY
$42.35 - $51.01 $263,332 - $317,180
6,218 Added 12.89%
54,457 $2.31 Million
Q2 2022

Jul 13, 2022
BUY
$43.35 - $54.51 $145,656 - $183,153
3,360 Added 7.49%
48,239 $2.15 Million
Q1 2022

Apr 26, 2022
BUY
$49.51 - $57.27 $1.16 Million - $1.35 Million
23,511 Added 110.03%
44,879 $2.27 Million
Q4 2021

Jan 19, 2022
BUY
$51.9 - $57.29 $1.11 Million - $1.22 Million
21,368 New
21,368 $2.43 Million

Others Institutions Holding SCHX

# of Institutions
1,639
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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