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Disclosery

Guardian Financial Partners, LLC: SCHG position timeline

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

Guardian Financial Partners, LLC held 202,016 SCHG 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 202,016 shares
    Change vs previous 13F -533 shares

    2.66% of the 13F portfolio, value $6,836,236.

    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 202,549 shares
    Change vs previous 13F +9,296 shares

    2.49% of the 13F portfolio, value $5,900,257.

    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 193,253 shares
    Change vs previous 13F +2,100 shares

    2.66% of the 13F portfolio, value $6,303,928.

    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 191,153 shares
    Change vs previous 13F -2,307 shares

    2.57% of the 13F portfolio, value $6,099,700.

    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 193,460 shares
    Change vs previous 13F +22,124 shares

    2.54% of the 13F portfolio, value $5,650,954.

    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 171,336 shares
    Change vs previous 13F +14,760 shares

    2.05% of the 13F portfolio, value $4,290,248.

    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 156,576 shares
    Change vs previous 13F +122,458 shares

    2.59% of the 13F portfolio, value $4,363,776.

    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 34,118 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $3,554,419.

    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).