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Amicus Financial Advisors, LLC → SCHW-PJ
Amicus Financial Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
58
Latest value
$2.4M
Q3 2026
Peak value
$13.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.6M |
| Q4 2025 | $1.3M |
| Q4 2025 | $669K |
| Q4 2025 | $2.5M |
| Q4 2025 | $1.8M |
| Q4 2025 | $10.4M |
| Q4 2025 | $555K |
| Q4 2025 | $347K |
| Q4 2025 | $2.3M |
| Q4 2025 | $13.4M |
| Q4 2025 | $7.2M |
| Q4 2025 | $210K |
| Q4 2025 | $616K |
| Q4 2025 | $9.1M |
| Q4 2025 | $2.3M |
| Q1 2026 | $4.4M |
| Q1 2026 | $1.2M |
| Q1 2026 | $597K |
| Q1 2026 | $2.6M |
| Q1 2026 | $1.8M |
| Q1 2026 | $10.5M |
| Q1 2026 | $561K |
| Q1 2026 | $388K |
| Q1 2026 | $2.3M |
| Q1 2026 | $13.6M |
| Q1 2026 | $7.6M |
| Q1 2026 | $217K |
| Q1 2026 | $613K |
| Q1 2026 | $9.3M |
| Q1 2026 | $2.4M |
| Q2 2026 | $4.6M |
| Q2 2026 | $1.4M |
| Q2 2026 | $624K |
| Q2 2026 | $2.8M |
| Q2 2026 | $2.1M |
| Q2 2026 | $12.3M |
| Q2 2026 | $594K |
| Q2 2026 | $402K |
| Q2 2026 | $2.4M |
| Q2 2026 | $13.4M |
| Q2 2026 | $8.2M |
| Q2 2026 | $515K |
| Q2 2026 | $9.1M |
| Q2 2026 | $2.3M |
| Q3 2026 | $4.4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $611K |
| Q3 2026 | $2.6M |
| Q3 2026 | $2M |
| Q3 2026 | $10.5M |
| Q3 2026 | $588K |
| Q3 2026 | $412K |
| Q3 2026 | $2.4M |
| Q3 2026 | $13M |
| Q3 2026 | $7.5M |
| Q3 2026 | $508K |
| Q3 2026 | $9.4M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 48.8K | — | — |
| Q3 2026 | $9.4M | 372.1K | — | — |
| Q3 2026 | $508K | 21.3K | — | — |
| Q3 2026 | $7.5M | 340.3K | — | — |
| Q3 2026 | $13M | 588.4K | — | — |
| Q3 2026 | $2.4M | 86.7K | — | — |
| Q3 2026 | $412K | 12.7K | — | — |
| Q3 2026 | $588K | 16.1K | — | — |
| Q3 2026 | $10.5M | 322.8K | — | — |
| Q3 2026 | $2M | 58.0K | — | — |
| Q3 2026 | $2.6M | 76.8K | — | — |
| Q3 2026 | $611K | 17.0K | — | — |
| Q3 2026 | $1.4M | 47.1K | — | — |
| Q3 2026 | $4.4M | 151.6K | — | — |
| Q2 2026 | $2.3M | 48.6K | — | — |
| Q2 2026 | $9.1M | 344.8K | — | — |
| Q2 2026 | $515K | 21.3K | — | — |
| Q2 2026 | $8.2M | 347.8K | — | — |
| Q2 2026 | $13.4M | 578.6K | — | — |
| Q2 2026 | $2.4M | 88.2K | — | — |
| Q2 2026 | $402K | 12.7K | — | — |
| Q2 2026 | $594K | 16.4K | — | — |
| Q2 2026 | $12.3M | 339.2K | — | — |
| Q2 2026 | $2.1M | 57.6K | — | — |
| Q2 2026 | $2.8M | 79.8K | — | — |
| Q2 2026 | $624K | 18.4K | — | — |
| Q2 2026 | $1.4M | 47.0K | — | — |
| Q2 2026 | $4.6M | 157.4K | — | — |
| Q1 2026 | $2.4M | 50.3K | — | — |
| Q1 2026 | $9.3M | 351.2K | — | — |
| Q1 2026 | $613K | 25.3K | — | — |
| Q1 2026 | $217K | 8.7K | — | — |
| Q1 2026 | $7.6M | 354.2K | — | — |
| Q1 2026 | $13.6M | 583.9K | — | — |
| Q1 2026 | $2.3M | 93.4K | — | — |
| Q1 2026 | $388K | 12.7K | — | — |
| Q1 2026 | $561K | 17.0K | — | — |
| Q1 2026 | $10.5M | 360.3K | — | — |
| Q1 2026 | $1.8M | 59.5K | — | — |
| Q1 2026 | $2.6M | 84.9K | — | — |
| Q1 2026 | $597K | 20.5K | — | — |
| Q1 2026 | $1.2M | 46.9K | — | — |
| Q1 2026 | $4.4M | 173.5K | — | — |
| Q4 2025 | $2.3M | 51.0K | — | — |
| Q4 2025 | $9.1M | 342.5K | — | — |
| Q4 2025 | $616K | 25.3K | — | — |
| Q4 2025 | $210K | 8.4K | — | — |
| Q4 2025 | $7.2M | 346.7K | — | — |
| Q4 2025 | $13.4M | 574.4K | — | — |
| Q4 2025 | $2.3M | 94.6K | — | — |
| Q4 2025 | $347K | 12.7K | — | — |
| Q4 2025 | $555K | 16.9K | — | — |
| Q4 2025 | $10.4M | 365.1K | — | — |
| Q4 2025 | $1.8M | 58.2K | — | — |
| Q4 2025 | $2.5M | 83.9K | — | — |
| Q4 2025 | $669K | 20.5K | — | — |
| Q4 2025 | $1.3M | 46.9K | — | — |
| Q4 2025 | $4.6M | 175.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Amicus Financial Advisors, LLC positions
VGES
$50.6MVANGUARD TOTAL BOND MARKET ETF
VGES
$50MVANGUARD TOTAL BOND MARKET ETF
VGES
$48.2MVANGUARD TOTAL BOND MARKET ETF
VGES
$45.5MVANGUARD TOTAL BOND MARKET ETF
CRDO
$32.8MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$32.7MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$32.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$32.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF