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

Guardian Wealth Advisors, LLC

$1.16 Billion
Q1 2025

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 13,606 shares of SCHD stock, worth $356,069. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,606

Previous 13,546 0.44%

Holding current value

$356,069

Previous $370,000 2.7%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$27.01 - $28.54 $1,620 - $1,712	60 Added 0.44%	13,606 $380,000
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $291,598 - $919,838	10,828 Added 398.38%	13,546 $370,000
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

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

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