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