Guardian Wealth Management (Illinois)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Guardian Wealth Management (Illinois)’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	$1.22M	Buy	38,380 +235	+0.6%	+$7.46K	0.6%	48
2026 Q1	$1.17M	Sell	38,145 -10,191	-21%	-$309K	0.64%	46
2025 Q4	$1.33M	Sell	48,336 -1,089	-2%	-$29.6K	0.78%	43
2025 Q3	$1.35M	Sell	49,425 -2,181	-4%	-$59.5K	0.8%	42
2025 Q2	$1.37M	Buy	51,606 +153	+0.3%	+$4K	0.91%	40
2025 Q1	$1.44M	Sell	51,453 -289,007	-85%	-$8.06M	0.96%	39
2024 Q4	$9.3M	Buy	340,460 +291,686	+598%	+$8.29M	6.34%	1
2024 Q3	$1.37M	Buy	48,774 +13,692	+39%	+$373K	0.97%	36
2024 Q2	$909K	Buy	35,082 +1,536	+5%	+$40K	0.7%	43
2024 Q1	$902K	Sell	33,546 -36,393	-52%	-$940K	0.69%	43
2023 Q4	$1.77M	Buy	69,939 +38,133	+120%	+$909K	1.5%	28
2023 Q3	$750K	Buy	31,806 +2,640	+9%	+$64.8K	0.7%	46
2023 Q2	$706K	Buy	29,166 +19,803	+212%	+$473K	0.64%	52
2023 Q1	$228K	Buy	9,363 +972	+12%	+$24.3K	0.22%	67
2022 Q4	$211K	Sell	8,391 -2,040	-20%	-$50.4K	0.21%	76
2022 Q3	$231K	Sell	10,431 -687	-6%	-$16.7K	0.26%	66
2022 Q2	$265K	Sell	11,118 -606	-5%	-$15.4K	0.29%	63
2022 Q1	$308K	Sell	11,724 -405	-3%	-$10.6K	0.31%	65
2021 Q4	$327K	Buy	+12,129	New	+$315K	0.31%	63

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SCHD Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.62% in Q2 2026, buying an estimated $7.46K and bringing the position to 38,380 shares worth $1.22M. The position accounts for 0.6% of the portfolio, ranked #48.

Guardian Wealth Management (Illinois) first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.3M in Q4 2024. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Guardian Wealth Management (Illinois) held 38,380 shares of Schwab US Dividend Equity ETF worth $1.22M as of Q2 2026.
Guardian Wealth Management (Illinois) bought 235 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $7.46K.
Schwab US Dividend Equity ETF made up 0.6% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #48 holding.
Guardian Wealth Management (Illinois) first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Guardian Wealth Management (Illinois)'s Schwab US Dividend Equity ETF position peaked at $9.3M in Q4 2024.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.