Schwab U S Small Cap ETF shares owned by Guardian Financial Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Guardian Financial Partners
from 13F filings
Historical chart of Guardian Financial Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Guardian Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 74k | 25.86 |
| 2024-09-30 | $1.7M | 33k | 51.50 |
| 2024-06-30 | $1.4M | 30k | 47.45 |
| 2024-03-31 | $1.4M | 28k | 49.24 |
| 2023-12-31 | $1.3M | 27k | 47.24 |
| 2023-09-30 | $944k | 23k | 41.42 |
| 2023-03-31 | $839k | 20k | 41.93 |
| 2022-12-31 | $776k | 19k | 40.51 |
| 2022-09-30 | $705k | 19k | 37.80 |
| 2022-06-30 | $699k | 18k | 38.98 |
| 2022-03-31 | $745k | 17k | 44.80 |
| 2021-12-31 | $826k | 8.1k | 102.41 |
More positions owned by Guardian Financial Partners
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