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

Guardian Wealth Management, Inc.

  • $122 Million
  • Q2 2024

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 11,694 shares of SCHD stock, worth $989,897. This represents 0.75% of its overall portfolio holdings.

Number of Shares
11,694
Previous 11,182 4.58%
Holding current value
$989,897
Previous $901,000 0.89%
% of portfolio
0.75%
Previous 0.74%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,659
Shares Held
274M
Call Options Held
1.52M
Put Options Held
741K
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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