Schwab Strategic Tr us aggregate b shares owned by Guardian Financial Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Guardian Financial Partners
from 13F filings
Historical chart of Guardian Financial Partners investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Guardian Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 82k | 47.52 |
| 2024-06-30 | $3.8M | 82k | 45.58 |
| 2024-03-31 | $3.8M | 83k | 46.00 |
| 2023-12-31 | $3.5M | 76k | 46.62 |
| 2023-09-30 | $2.5M | 56k | 44.23 |
| 2023-03-31 | $2.5M | 54k | 46.91 |
| 2022-12-31 | $2.3M | 51k | 45.65 |
| 2022-09-30 | $2.3M | 51k | 45.31 |
| 2022-06-30 | $2.2M | 46k | 47.88 |
| 2022-03-31 | $2.3M | 46k | 48.51 |
| 2021-12-31 | $2.4M | 44k | 53.91 |
More positions owned by Guardian Financial Partners
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