Schwab U S Broad Market ETF shares owned by Guardian Financial Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Guardian Financial Partners
from 13F filings
Historical chart of Guardian Financial Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Guardian Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 11k | 25.71 |
| 2025-06-30 | $267k | 11k | 23.83 |
| 2025-03-31 | $241k | 11k | 21.53 |
| 2024-12-31 | $254k | 11k | 22.70 |
| 2024-09-30 | $243k | 3.6k | 66.52 |
| 2024-06-30 | $229k | 3.6k | 62.87 |
| 2024-03-31 | $223k | 3.6k | 61.05 |
| 2023-12-31 | $204k | 3.7k | 55.67 |
| 2022-03-31 | $204k | 4.1k | 50.07 |
| 2021-12-31 | $236k | 2.1k | 113.19 |
More positions owned by Guardian Financial Partners
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