Charles Schwab Corporation shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 3.1k | 95.47 |
| 2025-06-30 | $273k | 3.0k | 91.24 |
| 2025-03-31 | $260k | 3.3k | 78.27 |
| 2024-12-31 | $232k | 3.1k | 74.02 |
| 2021-12-31 | $208k | 2.5k | 84.11 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
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