Schwab Strategic Tr cmn shares owned by Guardian Asset Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Guardian Asset Advisors
from 13F filings
Historical chart of Guardian Asset Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Guardian Asset Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Guardian Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 8.9k | 29.11 |
| 2025-06-30 | $290k | 10k | 27.75 |
| 2025-03-31 | $263k | 11k | 24.53 |
| 2024-12-31 | $395k | 15k | 26.01 |
| 2024-09-30 | $630k | 7.9k | 79.99 |
| 2024-06-30 | $1.0M | 14k | 74.08 |
| 2024-03-31 | $1.2M | 16k | 75.98 |
| 2023-12-31 | $1.7M | 24k | 70.10 |