Guardian Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.55M | Buy |
284,751
+14,810
| +5% | +$392K | 3.39% | 10 |
|
|
2025
Q1 | $7.55M | Buy |
269,941
+18,091
| +7% | +$506K | 3.61% | 9 |
|
|
2024
Q4 | $6.88M | Buy |
251,850
+17,517
| +7% | +$479K | 4.09% | 6 |
|
|
2024
Q3 | $6.6M | Buy |
234,333
+14,520
| +7% | +$409K | 4.13% | 6 |
|
|
2024
Q2 | $5.7M | Buy |
219,813
+12,747
| +6% | +$330K | 3.78% | 8 |
|
|
2024
Q1 | $5.57M | Buy |
207,066
+39,687
| +24% | +$1.07M | 3.82% | 7 |
|
|
2023
Q4 | $4.25M | Buy |
167,379
+18,438
| +12% | +$468K | 3.48% | 10 |
|
|
2023
Q3 | $3.51M | Buy |
+148,941
| New | +$3.51M | 3.3% | 10 |
|
|
2023
Q2 | – | Sell |
-80,412
| Closed | -$1.96M | – | 29 |
|
|
2023
Q1 | $1.96M | Buy |
80,412
+41,694
| +108% | +$1.02M | 1.97% | 16 |
|
|
2022
Q4 | $975K | Buy |
+38,718
| New | +$975K | 1.03% | 15 |
|