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Disclosery

Guardian Financial Partners, LLC: SCHX position timeline

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

Guardian Financial Partners, LLC held 420,492 SCHX 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 420,492 shares
    Change vs previous 13F -3,745 shares

    4.82% of the 13F portfolio, value $12,375,089.

    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 424,237 shares
    Change vs previous 13F +12,509 shares

    4.59% of the 13F portfolio, value $10,877,432.

    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 411,728 shares
    Change vs previous 13F +6,747 shares

    4.67% of the 13F portfolio, value $11,079,612.

    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 404,981 shares
    Change vs previous 13F -443 shares

    4.5% of the 13F portfolio, value $10,667,194.

    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 405,424 shares
    Change vs previous 13F +45,162 shares

    4.45% of the 13F portfolio, value $9,908,564.

    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 360,262 shares
    Change vs previous 13F +31,349 shares

    3.81% of the 13F portfolio, value $7,954,583.

    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 328,913 shares
    Change vs previous 13F +229,295 shares

    4.53% of the 13F portfolio, value $7,624,193.

    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 99,618 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $6,759,110.

    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).