Schwab Strategic Tr us dividend eq shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Schwab Strategic Tr us dividend eq
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us dividend eq held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $360k | 13k | 27.30 |
| 2025-06-30 | $349k | 13k | 26.50 |
| 2025-03-31 | $380k | 14k | 27.96 |
| 2024-12-31 | $370k | 14k | 27.32 |
| 2024-09-30 | $230k | 2.7k | 84.53 |
| 2024-06-30 | $206k | 2.6k | 77.76 |
| 2024-03-31 | $240k | 3.0k | 80.63 |
| 2023-12-31 | $234k | 3.1k | 76.13 |
| 2023-09-30 | $74k | 1.0k | 70.76 |
| 2023-06-30 | $75k | 1.0k | 72.62 |
| 2023-03-31 | $61k | 829 | 73.16 |
| 2022-12-31 | $53k | 697 | 75.54 |
| 2022-09-30 | $42k | 626 | 67.09 |
| 2022-06-30 | $60k | 836 | 71.77 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
View all positions for Guardian Wealth Advisors, Llc / Nc
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq