Guardian Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Guardian Financial Partners’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	$8.64M	Buy	272,355 +9,351	+4%	+$297K	3.36%	10
2026 Q1	$8.07M	Sell	263,004 -20,874	-7%	-$633K	3.41%	9
2025 Q4	$7.79M	Sell	283,878 -18,093	-6%	-$492K	3.28%	11
2025 Q3	$8.24M	Buy	301,971 +17,220	+6%	+$470K	3.48%	10
2025 Q2	$7.55M	Buy	284,751 +14,810	+5%	+$387K	3.39%	10
2025 Q1	$7.55M	Buy	269,941 +18,091	+7%	+$504K	3.61%	9
2024 Q4	$6.88M	Buy	251,850 +17,517	+7%	+$498K	4.09%	6
2024 Q3	$6.6M	Buy	234,333 +14,520	+7%	+$396K	4.13%	6
2024 Q2	$5.7M	Buy	219,813 +12,747	+6%	+$332K	3.78%	8
2024 Q1	$5.57M	Buy	207,066 +39,687	+24%	+$1.03M	3.82%	7
2023 Q4	$4.25M	Buy	167,379 +18,438	+12%	+$439K	3.48%	10
2023 Q3	$3.51M	Buy	+148,941	New	+$3.65M	3.3%	10
2023 Q2	–	Sell	-80,412	Closed	-$1.96M	–	29
2023 Q1	$1.96M	Buy	80,412 +41,694	+108%	+$1.04M	1.97%	16
2022 Q4	$975K	Buy	+38,718	New	+$956K	1.03%	15

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 Financial Partners's SCHD Position: Q2 2026 in Review

Guardian Financial Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q2 2026, buying an estimated $297K and bringing the position to 272,355 shares worth $8.64M. The position accounts for 3.36% of the portfolio, ranked #10.

Guardian Financial Partners first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. 2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Guardian Financial Partners held 272,355 shares of Schwab US Dividend Equity ETF worth $8.64M as of Q2 2026.
Guardian Financial Partners bought 9,351 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $297K.
Schwab US Dividend Equity ETF made up 3.36% of Guardian Financial Partners's portfolio in Q2 2026, its #10 holding.
Guardian Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.