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Disclosery

Guardian Financial Partners, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guardian Financial Partners, LLC on SCHD, newest first. How the timeline and the estimate are built.

Guardian Financial Partners, LLC held 272,355 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 272,355 shares
    Change vs previous 13F +9,351 shares

    3.36% of the 13F portfolio, value $8,636,372.

    13F-HR 0001723514-26-000004 filed by Guardian Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 263,004 shares
    Change vs previous 13F -20,874 shares

    3.41% of the 13F portfolio, value $8,068,965.

    13F-HR 0001723514-26-000003 filed by Guardian Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 283,878 shares
    Change vs previous 13F -18,093 shares

    3.28% of the 13F portfolio, value $7,786,773.

    13F-HR 0001723514-26-000002 filed by Guardian Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 301,971 shares
    Change vs previous 13F +17,220 shares

    3.48% of the 13F portfolio, value $8,243,815.

    13F-HR 0001085146-25-005869 filed by Guardian Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 284,751 shares
    Change vs previous 13F +14,810 shares

    3.39% of the 13F portfolio, value $7,545,901.

    13F-HR 0001085146-25-004367 filed by Guardian Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 269,941 shares
    Change vs previous 13F +18,091 shares

    3.61% of the 13F portfolio, value $7,547,559.

    13F-HR 0001085146-25-002247 filed by Guardian Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 251,850 shares
    Change vs previous 13F +173,739 shares

    4.09% of the 13F portfolio, value $6,880,545.

    13F-HR 0001085146-25-000185 filed by Guardian Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 78,111 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $6,602,761.

    13F-HR 0001085146-24-005293 filed by Guardian Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).