Schwab U S Large Cap Growth ETF shares owned by Guardian Financial Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Guardian Financial Partners
from 13F filings
Historical chart of Guardian Financial Partners investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Guardian Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 34k | 104.18 |
| 2024-06-30 | $3.2M | 32k | 100.84 |
| 2024-03-31 | $2.8M | 31k | 92.72 |
| 2023-12-31 | $2.3M | 28k | 82.96 |
| 2023-09-30 | $1.6M | 22k | 72.72 |
| 2023-03-31 | $1.1M | 18k | 65.17 |
| 2022-12-31 | $872k | 16k | 55.56 |
| 2022-09-30 | $843k | 15k | 55.84 |
| 2022-06-30 | $778k | 13k | 58.00 |
| 2022-03-31 | $748k | 11k | 67.28 |
| 2021-12-31 | $809k | 4.9k | 163.80 |
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