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Schwab Strategic Tr schwab fdt us bm shares owned by Guardian Financial Partners

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Guardian Financial Partners from 13F filings

Historical chart of Guardian Financial Partners investment in Schwab Strategic Tr schwab fdt us bm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwab fdt us bm held by Guardian Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Guardian Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 63k 70.37
2024-06-30 $4.5M 69k 65.58
2024-03-31 $4.7M 71k 66.26
2023-12-31 $4.6M 76k 61.10
2023-09-30 $4.6M 84k 55.09
2023-03-31 $5.1M 95k 54.12
2022-12-31 $5.5M 104k 52.62
2022-09-30 $5.3M 113k 47.13
2022-06-30 $5.8M 115k 50.23
2022-03-31 $6.3M 113k 56.24
2021-12-31 $5.6M 97k 58.04