GUARDIAN INVESTOR SERVICES LLC: SCHW position timeline

GUARDIAN INVESTOR SERVICES LLC held 7,967 SCHW shares at 2015-03-31 per its 13F-HR filed 2015-05-05.

the latest 13F is the newest step

1. period ended2015-03-31

   13F 7,967 shares

   Change vs previous 13F +17 shares

   0.19% of the 13F portfolio, value $243,000.

   13F-HR 0000728572-15-000007 filed by GUARDIAN INVESTOR SERVICES LLC
   Filed 2015-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 19:16:30 UTC

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

2. period ended2014-12-31

   13F 7,950 shares

   Change vs previous 13F -186 shares

   0.19% of the 13F portfolio, value $240,000.

   13F-HR 0000728572-15-000003 filed by GUARDIAN INVESTOR SERVICES LLC
   Filed 2015-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 19:17:13 UTC

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

3. period ended2014-09-30

   13F 8,136 shares

   Change vs previous 13F -558 shares

   0.19% of the 13F portfolio, value $239,000.

   13F-HR 0000728572-14-000015 filed by GUARDIAN INVESTOR SERVICES LLC
   Filed 2014-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 19:26:03 UTC

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

4. period ended2014-06-30

   13F 8,694 shares

   Change vs previous 13F -253 shares

   0.18% of the 13F portfolio, value $234,000.

   13F-HR 0000728572-14-000011 filed by GUARDIAN INVESTOR SERVICES LLC
   Filed 2014-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC

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

5. period ended2014-03-31

   13F 8,947 shares

   Change vs previous 13F -320 shares

   0.19% of the 13F portfolio, value $245,000.

   13F-HR 0000728572-14-000009 filed by GUARDIAN INVESTOR SERVICES LLC
   Filed 2014-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC

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

6. period ended2013-12-31

   13F 9,267 shares

   Change vs previous 13F +448 shares

   0.18% of the 13F portfolio, value $241,000.

   13F-HR 0000728572-14-000005 filed by GUARDIAN INVESTOR SERVICES LLC
   Filed 2014-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 19:53:46 UTC

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

7. period ended2013-09-30

   13F 8,819 shares

   Change vs previous 13F -109 shares

   0.16% of the 13F portfolio, value $186,000.

   13F-HR 0000728572-13-000014 filed by GUARDIAN INVESTOR SERVICES LLC
   Filed 2013-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC

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

8. period ended2013-06-30

   13F 8,928 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $190,000.

   13F-HR 0000728572-13-000010 filed by GUARDIAN INVESTOR SERVICES LLC
   Filed 2013-08-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC

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