GAA
Guardian Asset Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
17,218
-80
| -0.5% | -$7.3K | 0.9% | 29 |
|
|
2025
Q1 | $1.35M | Sell |
17,298
-247
| -1% | -$19.3K | 0.88% | 25 |
|
|
2024
Q4 | $1.3M | Sell |
17,545
-885
| -5% | -$65.4K | 0.83% | 29 |
|
|
2024
Q3 | $1.19M | Sell |
18,430
-687
| -4% | -$44.4K | 0.81% | 30 |
|
|
2024
Q2 | $1.41M | Buy |
19,117
+1
| +0% | +$74 | 1.04% | 21 |
|
|
2024
Q1 | $1.38M | Buy |
19,116
+376
| +2% | +$27.2K | 1.15% | 20 |
|
|
2023
Q4 | $1.29M | Buy |
+18,740
| New | +$1.29M | 1.21% | 21 |
|