Guardian Wealth Management, Inc. SCHD Holdings History
Guardian Wealth Management, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Guardian Wealth Management, Inc. held 51,453.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $1.44 Mil. This investment constitutes 0.96% of their stock portfolio, and Guardian Wealth Management, Inc. now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Guardian Wealth Management, Inc. has made 7 purchases of SCHD, at an average price of $31.44, for a total of 353,837.00 shares. In addition, there have been 6 sales at an average price of $30.06 for 302,384.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Guardian Wealth Management, Inc.'s estimated gain on his SCHD holdings is $-642,928.02, reflecting a -5.78% gain to date.
Guardian Wealth Management, Inc. SCHD ($27.02) Holding Chart
Guardian Wealth Management, Inc. SCHD ($27.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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