Guardian Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Guardian Financial Partners, LLC

  • $181 Million
  • Q3 2025

A detailed history of Guardian Financial Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 215,456 shares of SCHZ stock, worth $5.04 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
215,456
Previous 228,321 5.63%
Holding current value
$5.04 Million
Previous $5.31 Million 4.71%
% of portfolio
2.79%
Previous 3.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$22.9 - $23.58 $294,608 - $303,356
-12,865 Reduced 5.63%
215,456 $5.06 Million
Q2 2025

Jul 31, 2025
BUY
$22.68 - $23.28 $477,731 - $490,369
21,064 Added 10.16%
228,321 $5.31 Million
Q1 2025

Apr 22, 2025
SELL
$22.46 - $23.26 $44,538 - $46,124
-1,983 Reduced 0.95%
207,257 $4.8 Million
Q4 2024

Jan 14, 2025
BUY
$22.63 - $47.53 $2.88 Million - $6.05 Million
127,246 Added 155.19%
209,240 $4.75 Million
Q3 2024

Oct 31, 2024
SELL
$45.2 - $47.87 $20,385 - $21,589
-451 Reduced 0.55%
81,994 $3.9 Million
Q2 2024

Jul 15, 2024
SELL
$44.66 - $45.99 $33,941 - $34,952
-760 Reduced 0.91%
82,445 $3.76 Million
Q1 2024

Apr 26, 2024
BUY
$45.44 - $46.67 $322,033 - $330,750
7,087 Added 9.31%
83,205 $3.83 Million
Q4 2023

Jan 08, 2024
BUY
$43.09 - $46.83 $858,094 - $932,572
19,914 Added 35.43%
76,118 $3.55 Million
Q3 2023

Oct 05, 2023
BUY
$44.14 - $46.33 $2.48 Million - $2.6 Million
56,204 New
56,204 $2.49 Million
Q1 2023

Apr 11, 2023
BUY
$45.33 - $47.44 $129,190 - $135,204
2,850 Added 5.58%
53,902 $2.53 Million
Q4 2022

Jan 17, 2023
BUY
$44.04 - $47.03 $25,190 - $26,901
572 Added 1.13%
51,052 $0
Q3 2022

Oct 18, 2022
BUY
$44.98 - $49.09 $185,092 - $202,005
4,115 Added 8.88%
50,480 $2.29 Million
Q2 2022

Jul 13, 2022
SELL
$46.62 - $50.36 $1,911 - $2,064
-41 Reduced 0.09%
46,365 $2.22 Million
Q1 2022

Apr 26, 2022
BUY
$50.05 - $53.52 $98,098 - $104,899
1,960 Added 4.41%
46,406 $2.25 Million
Q4 2021

Jan 19, 2022
BUY
$53.63 - $54.52 $2.38 Million - $2.42 Million
44,446 New
44,446 $2.4 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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