Back to SCHW-PJ
ASSET PLANNING SERVICES INC /LA/ /ADV → SCHW-PJ
ASSET PLANNING SERVICES INC /LA/ /ADV SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$976K
Q3 2026
Peak value
$5.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.9M |
| Q4 2025 | $567K |
| Q4 2025 | $794K |
| Q1 2026 | $4.8M |
| Q1 2026 | $587K |
| Q1 2026 | $891K |
| Q2 2026 | $5.3M |
| Q2 2026 | $684K |
| Q2 2026 | $1.1M |
| Q3 2026 | $5.5M |
| Q3 2026 | $634K |
| Q3 2026 | $976K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $976K | 29.9K | — | — |
| Q3 2026 | $634K | 18.6K | — | — |
| Q3 2026 | $5.5M | 184.2K | — | — |
| Q2 2026 | $1.1M | 30.3K | — | — |
| Q2 2026 | $684K | 18.5K | — | — |
| Q2 2026 | $5.3M | 181.7K | — | — |
| Q1 2026 | $891K | 30.7K | — | — |
| Q1 2026 | $587K | 18.9K | — | — |
| Q1 2026 | $4.8M | 186.5K | — | — |
| Q4 2025 | $794K | 27.9K | — | — |
| Q4 2025 | $567K | 18.9K | — | — |
| Q4 2025 | $4.9M | 183.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B