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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 aggregate b by Guardian Financial Partners

Quarter filed Position value Share count Share price at filing
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