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

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 2,718 shares of SCHD stock, worth $76,701. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,718
Previous 2,643 2.84%
Holding current value
$76,701
Previous $205,000 11.71%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024
BUY
$77.02 - $85.06 $5,776 - $6,379
75 Added 2.84%
2,718 $229,000
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $25,547 - $27,010
-337 Reduced 11.31%
2,643 $205,000
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $7,449 - $7,982
-99 Reduced 3.22%
2,980 $240,000
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $136,342 - $155,540
2,038 Added 195.77%
3,079 $234,000
Q3 2023

Nov 14, 2023
BUY
$70.63 - $75.66 $353 - $378
5 Added 0.48%
1,041 $73,000
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $14,320 - $15,305
207 Added 24.97%
1,036 $75,000
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $9,276 - $10,299
132 Added 18.94%
829 $60,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $4,768 - $5,613
71 Added 11.34%
697 $52,000
Q3 2022

Nov 14, 2022
SELL
$66.43 - $77.87 $13,950 - $16,352
-210 Reduced 25.12%
626 $42,000
Q2 2022

Aug 15, 2022
BUY
$70.31 - $80.24 $58,779 - $67,080
836 New
836 $60,000

Others Institutions Holding SCHD

# of Institutions
1,786
Shares Held
340M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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