Guardian Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Guardian Wealth Management, Inc.

$135 Million
Q1 2025

A detailed history of Guardian Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 51,453 shares of SCHD stock, worth $1.38 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

51,453

Previous 340,460 84.89%

Holding current value

$1.38 Million

Previous $9.3 Million 84.54%

% of portfolio

1.06%

Previous 7.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$27.01 - $28.54 $7.81 Million - $8.25 Million	-289,007 Reduced 84.89%	51,453 $1.44 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $8.73 Million - $27.5 Million	324,202 Added 1994.11%	340,460 $9.3 Million
Q3 2024 Nov 14, 2024	BUY	$77.02 - $85.06 $351,519 - $388,213	4,564 Added 39.03%	16,258 $1.37 Million
Q2 2024 Aug 08, 2024	BUY	$75.81 - $80.15 $38,814 - $41,036	512 Added 4.58%	11,694 $909,000
Q1 2024 May 14, 2024	SELL	$75.25 - $80.63 $912,857 - $978,122	-12,131 Reduced 52.04%	11,182 $901,000
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $850,365 - $970,103	12,711 Added 119.89%	23,313 $1.77 Million
Q3 2023 Oct 31, 2023	BUY	$70.63 - $75.66 $62,154 - $66,580	880 Added 9.05%	10,602 $750,000
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $456,657 - $488,077	6,601 Added 211.5%	9,722 $706,000
Q1 2023 May 09, 2023	BUY	$70.28 - $78.03 $22,770 - $25,281	324 Added 11.58%	3,121 $228,000
Q4 2022 Feb 10, 2023	SELL	$67.16 - $79.06 $45,668 - $53,760	-680 Reduced 19.56%	2,797 $211,000
Q3 2022 Nov 14, 2022	SELL	$66.43 - $77.87 $15,212 - $17,832	-229 Reduced 6.18%	3,477 $231,000
Q2 2022 Aug 15, 2022	SELL	$70.31 - $80.24 $14,202 - $16,208	-202 Reduced 5.17%	3,706 $265,000
Q1 2022 May 13, 2022	SELL	$75.14 - $81.94 $10,143 - $11,061	-135 Reduced 3.34%	3,908 $308,000
Q4 2021 Feb 15, 2022	BUY	$74.93 - $80.86 $302,941 - $326,916	4,043 New	4,043 $327,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Guardian Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History