Charles Schwab Corporation shares owned by Guardian Asset Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Guardian Asset Advisors
from 13F filings
Historical chart of Guardian Asset Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Guardian Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 18k | 95.55 |
| 2025-06-30 | $1.6M | 17k | 91.28 |
| 2025-03-31 | $1.4M | 17k | 78.27 |
| 2024-12-31 | $1.3M | 18k | 73.94 |
| 2024-09-30 | $1.2M | 18k | 64.70 |
| 2024-06-30 | $1.4M | 19k | 73.74 |
| 2024-03-31 | $1.4M | 19k | 72.33 |
| 2023-12-31 | $1.3M | 19k | 68.70 |