Back to SCHW-PJ
Bauman Advisory Group, LLC → SCHW-PJ
Bauman Advisory Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
9
Latest value
$1.6M
Q3 2026
Peak value
$7.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.8M |
| Q4 2025 | $1.9M |
| Q1 2026 | $296K |
| Q1 2026 | $4.4M |
| Q1 2026 | $1.4M |
| Q2 2026 | $265K |
| Q2 2026 | $1.7M |
| Q3 2026 | $521K |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 63.9K | — | — |
| Q3 2026 | $521K | 16.0K | — | — |
| Q2 2026 | $1.7M | 65.9K | — | — |
| Q2 2026 | $265K | 8.4K | — | — |
| Q1 2026 | $1.4M | 53.7K | — | — |
| Q1 2026 | $4.4M | 143.4K | — | — |
| Q1 2026 | $296K | 10.2K | — | — |
| Q4 2025 | $1.9M | 67.8K | — | — |
| Q4 2025 | $7.8M | 240.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B