Guardian Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.24M | Buy |
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|
2025
Q2 | $7.55M | Buy |
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|
2025
Q1 | $7.55M | Buy |
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|
2024
Q4 | $6.88M | Buy |
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|
2024
Q3 | $6.6M | Buy |
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|
2024
Q2 | $5.7M | Buy |
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|
2024
Q1 | $5.57M | Buy |
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|
2023
Q4 | $4.25M | Buy |
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|
2023
Q3 | $3.51M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $975K | Buy |
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