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ADVOCATE GROUP LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
21
Latest value
$12.5M
Q3 2026
Peak value
$12.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11M |
| Q3 2025 | $246K |
| Q3 2025 | $236K |
| Q3 2025 | $247K |
| Q3 2025 | $8.5M |
| Q4 2025 | $10.1M |
| Q4 2025 | $240K |
| Q4 2025 | $256K |
| Q4 2025 | $10.2M |
| Q1 2026 | $9.2M |
| Q1 2026 | $247K |
| Q1 2026 | $262K |
| Q1 2026 | $10.7M |
| Q2 2026 | $8.8M |
| Q2 2026 | $282K |
| Q2 2026 | $292K |
| Q2 2026 | $11.7M |
| Q3 2026 | $8.8M |
| Q3 2026 | $270K |
| Q3 2026 | $296K |
| Q3 2026 | $12.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.5M | 527.5K | — | — |
| Q3 2026 | $296K | 9.4K | — | — |
| Q3 2026 | $270K | 8.1K | — | — |
| Q3 2026 | $8.8M | 89.8K | — | — |
| Q2 2026 | $11.7M | 474.9K | — | — |
| Q2 2026 | $292K | 9.4K | — | — |
| Q2 2026 | $282K | 8.1K | — | — |
| Q2 2026 | $8.8M | 95.8K | — | — |
| Q1 2026 | $10.7M | 430.0K | — | — |
| Q1 2026 | $262K | 9.4K | — | — |
| Q1 2026 | $247K | 8.1K | — | — |
| Q1 2026 | $9.2M | 98.3K | — | — |
| Q4 2025 | $10.2M | 405.4K | — | — |
| Q4 2025 | $256K | 9.4K | — | — |
| Q4 2025 | $240K | 8.1K | — | — |
| Q4 2025 | $10.1M | 100.8K | — | — |
| Q3 2025 | $8.5M | 336.4K | — | — |
| Q3 2025 | $247K | 9.4K | — | — |
| Q3 2025 | $236K | 8.1K | — | — |
| Q3 2025 | $246K | 7.7K | — | — |
| Q3 2025 | $11M | 114.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B