Guardian Wealth Advisors (North Carolina)’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
Q2 | $349K | Sell |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $370K | Buy |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | $73.7K | Buy |
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|
2023
Q2 | $75.2K | Buy |
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|
2023
Q1 | $60.6K | Buy |
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|
2022
Q4 | $52.7K | Buy |
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|
2022
Q3 | $42K | Sell |
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|
2022
Q2 | $60K | Buy |
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