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ARCADIA INVESTMENT ADVISORS LLC → SCHW-PJ
ARCADIA INVESTMENT ADVISORS LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
45
Latest value
$8K
Q3 2026
Peak value
$14.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.6M |
| Q3 2025 | $13.8M |
| Q3 2025 | $4.9M |
| Q3 2025 | $154K |
| Q3 2025 | $1.6M |
| Q3 2025 | $10.2M |
| Q3 2025 | $1.2M |
| Q3 2025 | $2.2M |
| Q3 2025 | $9K |
| Q4 2025 | $6.6M |
| Q4 2025 | $13.8M |
| Q4 2025 | $5M |
| Q4 2025 | $157K |
| Q4 2025 | $1.6M |
| Q4 2025 | $10.4M |
| Q4 2025 | $9.1M |
| Q4 2025 | $2.3M |
| Q4 2025 | $9K |
| Q1 2026 | $5.9M |
| Q1 2026 | $12.9M |
| Q1 2026 | $4.4M |
| Q1 2026 | $161K |
| Q1 2026 | $1.6M |
| Q1 2026 | $10.6M |
| Q1 2026 | $11M |
| Q1 2026 | $2.3M |
| Q1 2026 | $9K |
| Q2 2026 | $6.8M |
| Q2 2026 | $14.7M |
| Q2 2026 | $5.1M |
| Q2 2026 | $184K |
| Q2 2026 | $2M |
| Q2 2026 | $11.3M |
| Q2 2026 | $12.7M |
| Q2 2026 | $2.6M |
| Q2 2026 | $9K |
| Q3 2026 | $6.8M |
| Q3 2026 | $14.9M |
| Q3 2026 | $5.3M |
| Q3 2026 | $176K |
| Q3 2026 | $1.8M |
| Q3 2026 | $10.6M |
| Q3 2026 | $12.8M |
| Q3 2026 | $2.5M |
| Q3 2026 | $8K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8K | 356 | — | — |
| Q3 2026 | $2.5M | 91.9K | — | — |
| Q3 2026 | $12.8M | 408.1K | — | — |
| Q3 2026 | $10.6M | 197.9K | — | — |
| Q3 2026 | $1.8M | 55.9K | — | — |
| Q3 2026 | $176K | 5.3K | — | — |
| Q3 2026 | $5.3M | 148.5K | — | — |
| Q3 2026 | $14.9M | 495.9K | — | — |
| Q3 2026 | $6.8M | 233.3K | — | — |
| Q2 2026 | $9K | 356 | — | — |
| Q2 2026 | $2.6M | 92.3K | — | — |
| Q2 2026 | $12.7M | 409.0K | — | — |
| Q2 2026 | $11.3M | 214.0K | — | — |
| Q2 2026 | $2M | 55.9K | — | — |
| Q2 2026 | $184K | 5.3K | — | — |
| Q2 2026 | $5.1M | 150.6K | — | — |
| Q2 2026 | $14.7M | 499.2K | — | — |
| Q2 2026 | $6.8M | 234.2K | — | — |
| Q1 2026 | $9K | 356 | — | — |
| Q1 2026 | $2.3M | 94.0K | — | — |
| Q1 2026 | $11M | 394.4K | — | — |
| Q1 2026 | $10.6M | 217.3K | — | — |
| Q1 2026 | $1.6M | 55.9K | — | — |
| Q1 2026 | $161K | 5.3K | — | — |
| Q1 2026 | $4.4M | 152.3K | — | — |
| Q1 2026 | $12.9M | 504.4K | — | — |
| Q1 2026 | $5.9M | 236.6K | — | — |
| Q4 2025 | $9K | 356 | — | — |
| Q4 2025 | $2.3M | 95.9K | — | — |
| Q4 2025 | $9.1M | 336.0K | — | — |
| Q4 2025 | $10.4M | 230.0K | — | — |
| Q4 2025 | $1.6M | 57.7K | — | — |
| Q4 2025 | $157K | 5.3K | — | — |
| Q4 2025 | $5M | 153.6K | — | — |
| Q4 2025 | $13.8M | 512.3K | — | — |
| Q4 2025 | $6.6M | 252.0K | — | — |
| Q3 2025 | $9K | 356 | — | — |
| Q3 2025 | $2.2M | 96.3K | — | — |
| Q3 2025 | $1.2M | 45.6K | — | — |
| Q3 2025 | $10.2M | 236.9K | — | — |
| Q3 2025 | $1.6M | 58.0K | — | — |
| Q3 2025 | $154K | 5.3K | — | — |
| Q3 2025 | $4.9M | 154.1K | — | — |
| Q3 2025 | $13.8M | 522.2K | — | — |
| Q3 2025 | $6.6M | 256.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B