Back to SCHW-PJ
BCM ADVISORS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
4
Latest value
$17.9M
Q3 2026
Peak value
$17.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $302K |
| Q1 2026 | $2.9M |
| Q2 2026 | $7.5M |
| Q3 2026 | $17.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.9M | 501.6K | — | — |
| Q2 2026 | $7.5M | 226.0K | — | — |
| Q1 2026 | $2.9M | 91.0K | — | — |
| Q4 2025 | $302K | 10.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B