Guardian Investor Services’s Charles Schwab SCHW Stock Holding History

Guardian Investor Services’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$243K	Buy
2014 Q4	$240K	Sell
2014 Q3	$239K	Sell
2014 Q2	$234K	Sell
2014 Q1	$245K	Sell
2013 Q4	$241K	Buy
2013 Q3	$186K	Sell
2013 Q2	$190K	Buy