Guardian Asset Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Guardian Asset Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Sell	40,938 -26,382	-39%	-$837K	0.6%	40
2026 Q1	$2.07M	Buy	67,320 +25,036	+59%	+$759K	1.21%	20
2025 Q4	$1.16M	Sell	42,284 -1,816	-4%	-$49.4K	0.6%	34
2025 Q3	$1.2M	Sell	44,100 -23,085	-34%	-$630K	0.65%	35
2025 Q2	$1.78M	Sell	67,185 -2,786	-4%	-$72.8K	1.02%	24
2025 Q1	$1.96M	Buy	69,971 +3,743	+6%	+$104K	1.28%	20
2024 Q4	$1.81M	Buy	66,228 +21,144	+47%	+$601K	1.16%	22
2024 Q3	$1.27M	Buy	45,084 +3,333	+8%	+$90.8K	0.86%	28
2024 Q2	$1.08M	Buy	41,751 +1,062	+3%	+$27.6K	0.79%	28
2024 Q1	$1.09M	Buy	40,689 +4,875	+14%	+$126K	0.91%	29
2023 Q4	$909K	Buy	+35,814	New	+$853K	0.85%	29

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Guardian Asset Advisors's SCHD Position: Q2 2026 in Review

Guardian Asset Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 39% in Q2 2026, selling an estimated $837K and leaving 40,938 shares worth $1.3M. The position accounts for 0.6% of the portfolio, ranked #40.

Guardian Asset Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.07M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Guardian Asset Advisors held 40,938 shares of Schwab US Dividend Equity ETF worth $1.3M as of Q2 2026.
Guardian Asset Advisors sold 26,382 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $837K.
Schwab US Dividend Equity ETF made up 0.6% of Guardian Asset Advisors's portfolio in Q2 2026, its #40 holding.
Guardian Asset Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's Schwab US Dividend Equity ETF position peaked at $2.07M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.