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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF 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 U S Broad Market ETF by Guardian Financial Partners

Quarter filed Position value Share count Share price at filing
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

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Series Portfolios Tr Panagram Bbb B (CLOZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alps Etf Tr Smith Core Plus (SMTH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Guardian Financial Partners

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Callan Capital
Retirement Planning Group
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF