Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$325,159
-$41,269 QoQ
Shares Held
3,524
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,697
of 2,304 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $3,370,573 across 3 Capital Markets names. SCHW ranks #3 (9.6% of the industry book) .
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,159 | 3,524 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $366,428 | 3,899 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $340,693 | 3,410 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $292,138 | 3,060 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $272,990 | 2,992 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $259,967 | 3,321 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $231,873 | 3,133 | Shares | Sole | 2025-02-14 | |
| 2021-12-31 | $207,979 | 2,473 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||