Back to SCHW-PJ
Aviance Capital Partners, LLC → SCHW-PJ
Aviance Capital Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
27
Latest value
$5.2M
Q3 2026
Peak value
$9.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.3M |
| Q4 2025 | $497K |
| Q4 2025 | $351K |
| Q4 2025 | $224K |
| Q4 2025 | $514K |
| Q4 2025 | $431K |
| Q4 2025 | $4.4M |
| Q1 2026 | $8.6M |
| Q1 2026 | $416K |
| Q1 2026 | $335K |
| Q1 2026 | $556K |
| Q1 2026 | $388K |
| Q1 2026 | $4.7M |
| Q2 2026 | $8.5M |
| Q2 2026 | $480K |
| Q2 2026 | $409K |
| Q2 2026 | $258K |
| Q2 2026 | $600K |
| Q2 2026 | $434K |
| Q2 2026 | $5.2M |
| Q3 2026 | $9.1M |
| Q3 2026 | $485K |
| Q3 2026 | $417K |
| Q3 2026 | $274K |
| Q3 2026 | $611K |
| Q3 2026 | $431K |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 205.3K | — | — |
| Q3 2026 | $431K | 15.7K | — | — |
| Q3 2026 | $611K | 11.4K | — | — |
| Q3 2026 | $274K | 7.6K | — | — |
| Q3 2026 | $417K | 13.9K | — | — |
| Q3 2026 | $485K | 16.6K | — | — |
| Q3 2026 | $9.1M | 93.1K | — | — |
| Q2 2026 | $5.2M | 194.9K | — | — |
| Q2 2026 | $434K | 15.7K | — | — |
| Q2 2026 | $600K | 11.4K | — | — |
| Q2 2026 | $258K | 7.6K | — | — |
| Q2 2026 | $409K | 13.9K | — | — |
| Q2 2026 | $480K | 16.6K | — | — |
| Q2 2026 | $8.5M | 92.5K | — | — |
| Q1 2026 | $4.7M | 176.9K | — | — |
| Q1 2026 | $388K | 15.7K | — | — |
| Q1 2026 | $556K | 11.4K | — | — |
| Q1 2026 | $335K | 13.0K | — | — |
| Q1 2026 | $416K | 16.6K | — | — |
| Q1 2026 | $8.6M | 91.7K | — | — |
| Q4 2025 | $4.4M | 167.8K | — | — |
| Q4 2025 | $431K | 17.9K | — | — |
| Q4 2025 | $514K | 11.4K | — | — |
| Q4 2025 | $224K | 6.9K | — | — |
| Q4 2025 | $351K | 13.0K | — | — |
| Q4 2025 | $497K | 19.0K | — | — |
| Q4 2025 | $9.3M | 93.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B