Guardian Asset Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Guardian Asset Advisors, LLC

$153 Billion
Q1 2025

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 69,971 shares of SCHD stock, worth $1.83 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

69,971

Previous 66,228 5.65%

Holding current value

$1.83 Million

Previous $1.81 Billion 8.09%

% of portfolio

1.28%

Previous 1.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$27.01 - $28.54 $101,098 - $106,825	3,743 Added 5.65%	69,971 $1.96 Billion
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $1.38 Million - $4.35 Million	51,200 Added 340.7%	66,228 $1.81 Billion
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

# of Institutions

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Guardian Asset Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History