Guardian Wealth Advisors (North Carolina)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$898K	Buy	28,323 +11,186	+65%	+$355K	0.05%	169
2026 Q1	$526K	Buy	17,137 +600	+4%	+$18.2K	0.03%	210
2025 Q4	$454K	Buy	16,537 +3,352	+25%	+$91.1K	0.03%	230
2025 Q3	$360K	Buy	13,185 +23	+0.2%	+$627	0.02%	263
2025 Q2	$349K	Sell	13,162 -444	-3%	-$11.6K	0.02%	245
2025 Q1	$380K	Buy	13,606 +60	+0.4%	+$1.67K	0.03%	218
2024 Q4	$370K	Buy	13,546 +5,392	+66%	+$153K	0.03%	226
2024 Q3	$230K	Buy	8,154 +225	+3%	+$6.13K	0.02%	248
2024 Q2	$206K	Sell	7,929 -1,011	-11%	-$26.3K	0.02%	256
2024 Q1	$240K	Sell	8,940 -297	-3%	-$7.67K	0.03%	240
2023 Q4	$234K	Buy	9,237 +6,114	+196%	+$146K	0.04%	220
2023 Q3	$73.7K	Buy	3,123 +15	+0.5%	+$368	0.01%	270
2023 Q2	$75.2K	Buy	3,108 +621	+25%	+$14.8K	0.01%	259
2023 Q1	$60.6K	Buy	2,487 +396	+19%	+$9.9K	0.01%	256
2022 Q4	$52.7K	Buy	2,091 +213	+11%	+$5.26K	0.01%	252
2022 Q3	$42K	Sell	1,878 -630	-25%	-$15.3K	0.01%	239
2022 Q2	$60K	Buy	+2,508	New	+$63.8K	0.01%	228

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 Wealth Advisors (North Carolina)'s SCHD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Schwab US Dividend Equity ETF (SCHD) stake by 65% in Q2 2026, buying an estimated $355K and bringing the position to 28,323 shares worth $898K. The position accounts for 0.05% of the portfolio, ranked #169.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHD in Q2 2022 and has held it in 17 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 28,323 shares of Schwab US Dividend Equity ETF worth $898K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 11,186 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $355K.
Schwab US Dividend Equity ETF made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #169 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.