Back to SCHW-PJ
Avantax Planning Partners, Inc. → SCHW-PJ
Avantax Planning Partners, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
44
Latest value
$172.7M
Q3 2026
Peak value
$518.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $485K |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.1M |
| Q4 2025 | $485.7M |
| Q4 2025 | $301.7M |
| Q4 2025 | $916K |
| Q4 2025 | $288K |
| Q4 2025 | $277.2M |
| Q4 2025 | $173M |
| Q4 2025 | $174M |
| Q1 2026 | $407K |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.1M |
| Q1 2026 | $437.9M |
| Q1 2026 | $311.6M |
| Q1 2026 | $958K |
| Q1 2026 | $274K |
| Q1 2026 | $169M |
| Q1 2026 | $181.1M |
| Q1 2026 | $179M |
| Q2 2026 | $383K |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.4M |
| Q2 2026 | $506M |
| Q2 2026 | $355.5M |
| Q2 2026 | $1.1M |
| Q2 2026 | $229K |
| Q2 2026 | $223K |
| Q2 2026 | $257K |
| Q2 2026 | $171M |
| Q2 2026 | $211.2M |
| Q2 2026 | $184.5M |
| Q3 2026 | $388K |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.4M |
| Q3 2026 | $518.9M |
| Q3 2026 | $329.8M |
| Q3 2026 | $981K |
| Q3 2026 | $228K |
| Q3 2026 | $228K |
| Q3 2026 | $260K |
| Q3 2026 | $169M |
| Q3 2026 | $209.6M |
| Q3 2026 | $172.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $172.7M | 7.82M | — | — |
| Q3 2026 | $209.6M | 7.63M | — | — |
| Q3 2026 | $169M | 5.19M | — | — |
| Q3 2026 | $260K | 8.3K | — | — |
| Q3 2026 | $228K | 4.2K | — | — |
| Q3 2026 | $228K | 6.2K | — | — |
| Q3 2026 | $981K | 30.1K | — | — |
| Q3 2026 | $329.8M | 9.90M | — | — |
| Q3 2026 | $518.9M | 14.44M | — | — |
| Q3 2026 | $1.4M | 45.6K | — | — |
| Q3 2026 | $1.2M | 39.5K | — | — |
| Q3 2026 | $388K | 4.0K | — | — |
| Q2 2026 | $184.5M | 7.98M | — | — |
| Q2 2026 | $211.2M | 7.62M | — | — |
| Q2 2026 | $171M | 5.39M | — | — |
| Q2 2026 | $257K | 8.3K | — | — |
| Q2 2026 | $223K | 4.2K | — | — |
| Q2 2026 | $229K | 6.3K | — | — |
| Q2 2026 | $1.1M | 29.9K | — | — |
| Q2 2026 | $355.5M | 10.21M | — | — |
| Q2 2026 | $506M | 14.95M | — | — |
| Q2 2026 | $1.4M | 46.0K | — | — |
| Q2 2026 | $1.3M | 46.4K | — | — |
| Q2 2026 | $383K | 4.2K | — | — |
| Q1 2026 | $179M | 7.71M | — | — |
| Q1 2026 | $181.1M | 7.32M | — | — |
| Q1 2026 | $169M | 5.51M | — | — |
| Q1 2026 | $274K | 8.3K | — | — |
| Q1 2026 | $958K | 32.9K | — | — |
| Q1 2026 | $311.6M | 10.22M | — | — |
| Q1 2026 | $437.9M | 15.03M | — | — |
| Q1 2026 | $1.1M | 43.8K | — | — |
| Q1 2026 | $1.3M | 51.3K | — | — |
| Q1 2026 | $407K | 4.3K | — | — |
| Q4 2025 | $174M | 7.45M | — | — |
| Q4 2025 | $173M | 7.20M | — | — |
| Q4 2025 | $277.2M | 10.11M | — | — |
| Q4 2025 | $288K | 8.8K | — | — |
| Q4 2025 | $916K | 32.2K | — | — |
| Q4 2025 | $301.7M | 10.19M | — | — |
| Q4 2025 | $485.7M | 14.89M | — | — |
| Q4 2025 | $1.1M | 42.7K | — | — |
| Q4 2025 | $1.4M | 53.5K | — | — |
| Q4 2025 | $485K | 4.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B