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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Guardian Financial Partners

Quarter filed Position value Share count Share price at filing
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