Schwab Strategic Tr us dividend eq shares owned by Guardian Financial Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Guardian Financial Partners
from 13F filings
Historical chart of Guardian Financial Partners investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by Guardian Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Guardian Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $6.6M | 78k | 84.53 |
2024-06-30 | $5.7M | 73k | 77.76 |
2024-03-31 | $5.6M | 69k | 80.63 |
2023-12-31 | $4.2M | 56k | 76.13 |
2023-09-30 | $3.5M | 50k | 70.76 |
2023-03-31 | $2.0M | 27k | 73.16 |
2022-12-31 | $975k | 13k | 75.54 |
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