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ADVISORTRUST PARTNERS, LLC → SCHW-PJ
ADVISORTRUST PARTNERS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$354K
Q3 2026
Peak value
$6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $633K |
| Q4 2025 | $759K |
| Q4 2025 | $1.5M |
| Q1 2026 | $578K |
| Q1 2026 | $698K |
| Q1 2026 | $25K |
| Q1 2026 | $58K |
| Q1 2026 | $962 |
| Q1 2026 | $121K |
| Q1 2026 | $1.5M |
| Q2 2026 | $662K |
| Q2 2026 | $690K |
| Q2 2026 | $5M |
| Q3 2026 | $718K |
| Q3 2026 | $387K |
| Q3 2026 | $1.4M |
| Q3 2026 | $6M |
| Q3 2026 | $354K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $354K | 12.9K | — | — |
| Q3 2026 | $6M | 183.0K | — | — |
| Q3 2026 | $1.4M | 38.5K | — | — |
| Q3 2026 | $387K | 13.2K | — | — |
| Q3 2026 | $718K | 7.3K | — | — |
| Q2 2026 | $5M | 159.1K | — | — |
| Q2 2026 | $690K | 23.8K | — | — |
| Q2 2026 | $662K | 7.2K | — | — |
| Q1 2026 | $1.5M | 47.4K | — | — |
| Q1 2026 | $121K | 2.5K | — | — |
| Q1 2026 | $962 | 31 | — | — |
| Q1 2026 | $58K | 1.9K | — | — |
| Q1 2026 | $25K | 861 | — | — |
| Q1 2026 | $698K | 27.8K | — | — |
| Q1 2026 | $578K | 6.1K | — | — |
| Q4 2025 | $1.5M | 56.3K | — | — |
| Q4 2025 | $759K | 28.9K | — | — |
| Q4 2025 | $633K | 6.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B