Schwab Strategic Tr sht tm us tres shares owned by Guardian Financial Partners
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Guardian Financial Partners
from 13F filings
Historical chart of Guardian Financial Partners investment in Schwab Strategic Tr sht tm us tres
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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Guardian Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 42k | 24.40 |
| 2025-06-30 | $1.1M | 44k | 24.38 |
| 2025-03-31 | $1.0M | 42k | 24.34 |
| 2024-12-31 | $1.0M | 43k | 24.06 |
| 2024-09-30 | $723k | 15k | 48.98 |
| 2024-06-30 | $783k | 16k | 48.13 |
| 2024-03-31 | $782k | 16k | 48.21 |
| 2023-12-31 | $700k | 14k | 48.45 |
| 2023-09-30 | $440k | 9.2k | 47.89 |
| 2023-03-31 | $484k | 9.9k | 48.79 |
| 2022-12-31 | $467k | 9.7k | 48.24 |
| 2022-09-30 | $465k | 9.6k | 48.30 |
| 2022-06-30 | $449k | 9.1k | 49.18 |
| 2022-03-31 | $392k | 8.1k | 48.69 |
| 2021-12-31 | $383k | 7.5k | 50.91 |
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