GP
SCHW

Guardian Partners’s Charles Schwab SCHW Stock Holding History

Guardian Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.4K Buy
+243
New +$22.2K ﹤0.01% 314

Other funds holding SCHW

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Guardian Partners's SCHW Position: Q2 2026 in Review

Guardian Partners opened a new position in Charles Schwab (SCHW) in Q2 2026: 243 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #314 among its holdings.

937 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Guardian Partners held 243 shares of Charles Schwab worth $22.4K as of Q2 2026.
  • Charles Schwab was a new Guardian Partners position in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Guardian Partners's portfolio in Q2 2026, its #314 holding.
  • 937 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.