GAA
Guardian Asset Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
67,185
-2,786
| -4% | -$73.8K | 1.02% | 24 |
|
|
2025
Q1 | $1.96M | Buy |
69,971
+3,743
| +6% | +$105K | 1.28% | 20 |
|
|
2024
Q4 | $1.81M | Buy |
66,228
+51,200
| +341% | +$1.4M | 1.16% | 22 |
|
|
2024
Q3 | $1.27M | Buy |
15,028
+1,111
| +8% | +$93.9K | 0.86% | 28 |
|
|
2024
Q2 | $1.08M | Buy |
13,917
+354
| +3% | +$27.5K | 0.79% | 28 |
|
|
2024
Q1 | $1.09M | Buy |
13,563
+1,625
| +14% | +$131K | 0.91% | 29 |
|
|
2023
Q4 | $909K | Buy |
+11,938
| New | +$909K | 0.85% | 29 |
|