Guardian Wealth Advisors (North Carolina)’s Charles Schwab SCHW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$325K	Sell	3,524 -375	-10%	-$34.2K	0.02%	298
2026 Q1	$366K	Buy	3,899 +489	+14%	+$48K	0.02%	257
2025 Q4	$341K	Buy	3,410 +350	+11%	+$33.2K	0.02%	276
2025 Q3	$292K	Buy	3,060 +68	+2%	+$6.45K	0.02%	291
2025 Q2	$273K	Sell	2,992 -329	-10%	-$27.5K	0.02%	278
2025 Q1	$260K	Buy	3,321 +188	+6%	+$14.8K	0.02%	270
2024 Q4	$232K	Buy	+3,133	New	+$234K	0.02%	293
2022 Q1	–	Sell	-2,473	Closed	-$208K	–	280
2021 Q4	$208K	Buy	+2,473	New	+$200K	0.09%	142

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Guardian Wealth Advisors (North Carolina)'s SCHW Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Charles Schwab (SCHW) stake by 9.6% in Q2 2026, selling an estimated $34.2K and leaving 3,524 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #298.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHW in Q4 2021 and has held it in 8 quarters since. The position peaked at $366K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 3,524 shares of Charles Schwab worth $325K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 375 Charles Schwab shares in Q2 2026, an estimated $34.2K.
Charles Schwab made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #298 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Charles Schwab in Q4 2021 and has held it in 8 quarters since.
Guardian Wealth Advisors (North Carolina)'s Charles Schwab position peaked at $366K in Q1 2026.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.