Back to SCHW-PJ
Archvest Wealth Advisors, Inc. → SCHW-PJ
Archvest Wealth Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
21
Latest value
$1.9M
Q3 2026
Peak value
$2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.1M |
| Q4 2025 | $252K |
| Q4 2025 | $253K |
| Q4 2025 | $1.7M |
| Q1 2026 | $543K |
| Q1 2026 | $526K |
| Q1 2026 | $1.3M |
| Q1 2026 | $259K |
| Q1 2026 | $1.7M |
| Q2 2026 | $313K |
| Q2 2026 | $376K |
| Q2 2026 | $1.5M |
| Q2 2026 | $306K |
| Q2 2026 | $2M |
| Q3 2026 | $344K |
| Q3 2026 | $360K |
| Q3 2026 | $1.5M |
| Q3 2026 | $310K |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 75.1K | — | — |
| Q3 2026 | $310K | 9.9K | — | — |
| Q3 2026 | $1.5M | 27.6K | — | — |
| Q3 2026 | $360K | 10.8K | — | — |
| Q3 2026 | $344K | 9.6K | — | — |
| Q2 2026 | $2M | 73.8K | — | — |
| Q2 2026 | $306K | 9.8K | — | — |
| Q2 2026 | $1.5M | 27.8K | — | — |
| Q2 2026 | $376K | 10.8K | — | — |
| Q2 2026 | $313K | 9.3K | — | — |
| Q1 2026 | $1.7M | 62.7K | — | — |
| Q1 2026 | $259K | 9.3K | — | — |
| Q1 2026 | $1.3M | 27.4K | — | — |
| Q1 2026 | $526K | 17.3K | — | — |
| Q1 2026 | $543K | 18.6K | — | — |
| Q4 2025 | $1.7M | 63.4K | — | — |
| Q4 2025 | $253K | 1.3K | — | — |
| Q4 2025 | $252K | 9.3K | — | — |
| Q4 2025 | $1.1M | 1.9K | — | — |
| Q4 2025 | $1.5M | 33.8K | — | — |
| Q4 2025 | $1.2M | 4.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B