GWM
Guardian Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
51,606
+153
| +0.3% | +$4.06K | 0.91% | 40 |
|
|
2025
Q1 | $1.44M | Sell |
51,453
-289,007
| -85% | -$8.08M | 0.96% | 39 |
|
|
2024
Q4 | $9.3M | Buy |
340,460
+324,202
| +1,994% | +$8.86M | 6.34% | 1 |
|
|
2024
Q3 | $1.37M | Buy |
16,258
+4,564
| +39% | +$386K | 0.97% | 36 |
|
|
2024
Q2 | $909K | Buy |
11,694
+512
| +5% | +$39.8K | 0.7% | 43 |
|
|
2024
Q1 | $902K | Sell |
11,182
-12,131
| -52% | -$978K | 0.69% | 43 |
|
|
2023
Q4 | $1.77M | Buy |
23,313
+12,711
| +120% | +$968K | 1.5% | 28 |
|
|
2023
Q3 | $750K | Buy |
10,602
+880
| +9% | +$62.3K | 0.7% | 46 |
|
|
2023
Q2 | $706K | Buy |
9,722
+6,601
| +212% | +$479K | 0.64% | 52 |
|
|
2023
Q1 | $228K | Buy |
3,121
+324
| +12% | +$23.7K | 0.22% | 67 |
|
|
2022
Q4 | $211K | Sell |
2,797
-680
| -20% | -$51.4K | 0.21% | 76 |
|
|
2022
Q3 | $231K | Sell |
3,477
-229
| -6% | -$15.2K | 0.26% | 66 |
|
|
2022
Q2 | $265K | Sell |
3,706
-202
| -5% | -$14.4K | 0.29% | 63 |
|
|
2022
Q1 | $308K | Sell |
3,908
-135
| -3% | -$10.6K | 0.31% | 65 |
|
|
2021
Q4 | $327K | Buy |
+4,043
| New | +$327K | 0.31% | 63 |
|