Guardian Wealth Management’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 | $1.37M | Buy |
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2025
Q1 | $1.44M | Sell |
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2024
Q4 | $9.3M | Buy |
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2024
Q3 | $1.37M | Buy |
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2024
Q2 | $909K | Buy |
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2024
Q1 | $902K | Sell |
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2023
Q4 | $1.77M | Buy |
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2023
Q3 | $750K | Buy |
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2023
Q2 | $706K | Buy |
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2023
Q1 | $228K | Buy |
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2022
Q4 | $211K | Sell |
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2022
Q3 | $231K | Sell |
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2022
Q2 | $265K | Sell |
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2022
Q1 | $308K | Sell |
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2021
Q4 | $327K | Buy |
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