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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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Guardian Asset Advisors

Quarter filed Position value Share count Share price at filing
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

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NVIDIA Corporation (NVDA)
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Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
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Eli Lilly & Co. (LLY)
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Wal-Mart Stores (WMT)
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Alphabet Cap Stk Cl C (GOOG)

View all positions for Guardian Asset Advisors

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn