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Guardian Asset Advisors, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guardian Asset Advisors, LLC on SCHD, newest first. How the timeline and the estimate are built.

Guardian Asset Advisors, LLC held 40,938 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,938 shares
    Change vs previous 13F -26,382 shares

    0.6% of the 13F portfolio, value $1,298,123.

    13F-HR 0002021272-26-000003 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 67,320 shares
    Change vs previous 13F +25,036 shares

    1.21% of the 13F portfolio, value $2,065,372.

    13F-HR 0002021272-26-000002 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,284 shares
    Change vs previous 13F -1,816 shares

    0.6% of the 13F portfolio, value $1,159,791.

    13F-HR 0002021272-26-000001 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 44,100 shares
    Change vs previous 13F -23,085 shares

    0.65% of the 13F portfolio, value $1,203,896.

    13F-HR 0002021272-25-000002 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 67,185 shares
    Change vs previous 13F -2,786 shares

    1.02% of the 13F portfolio, value $1,780,379.

    13F-HR 0001085146-25-004340 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 69,971 shares
    Change vs previous 13F +3,743 shares

    1.28% of the 13F portfolio, value $1,956,380.

    13F-HR 0001085146-25-002325 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 66,228 shares
    Change vs previous 13F +51,200 shares

    1.16% of the 13F portfolio, value $1,809,961.

    13F-HR 0001085146-25-000628 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,028 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,270,178.

    13F-HR 0001085146-24-004719 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).