A detailed history of Guardian Asset Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 15,028 shares of SCHD stock, worth $441,071. This represents 0.86% of its overall portfolio holdings.

Number of Shares
15,028
Previous 13,917 7.98%
Holding current value
$441,071
Previous $1.08 Billion 17.41%
% of portfolio
0.86%
Previous 0.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$77.02 - $85.06 $85,569 - $94,501
1,111 Added 7.98%
15,028 $1.27 Billion
Q2 2024

Jul 15, 2024

BUY
$75.81 - $80.15 $26,836 - $28,373
354 Added 2.61%
13,917 $1.08 Billion
Q1 2024

May 06, 2024

BUY
$75.25 - $80.63 $122,281 - $131,023
1,625 Added 13.61%
13,563 $1.09 Billion
Q4 2023

May 03, 2024

BUY
$66.9 - $76.32 $798,652 - $911,108
11,938 New
11,938 $909 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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