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BCS Wealth Management → SCHW-PJ
BCS Wealth Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
76
Latest value
$3.2M
Q3 2026
Peak value
$36.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $656K |
| Q4 2025 | $7.1M |
| Q4 2025 | $36.2M |
| Q4 2025 | $3M |
| Q4 2025 | $3.9M |
| Q4 2025 | $3.4M |
| Q4 2025 | $10.2M |
| Q4 2025 | $2.5M |
| Q4 2025 | $2.7M |
| Q4 2025 | $6.3M |
| Q4 2025 | $2.6M |
| Q4 2025 | $12.8M |
| Q4 2025 | $12.7M |
| Q4 2025 | $31.5M |
| Q4 2025 | $2.6M |
| Q4 2025 | $1.1M |
| Q4 2025 | $456K |
| Q4 2025 | $1.2M |
| Q4 2025 | $5.7M |
| Q1 2026 | $330K |
| Q1 2026 | $3M |
| Q1 2026 | $17.4M |
| Q1 2026 | $1.4M |
| Q1 2026 | $2M |
| Q1 2026 | $1.8M |
| Q1 2026 | $5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $1.9M |
| Q1 2026 | $4.9M |
| Q1 2026 | $1.6M |
| Q1 2026 | $7.5M |
| Q1 2026 | $6.9M |
| Q1 2026 | $16.5M |
| Q1 2026 | $1.4M |
| Q1 2026 | $504K |
| Q1 2026 | $226K |
| Q1 2026 | $612K |
| Q1 2026 | $2.9M |
| Q2 2026 | $329K |
| Q2 2026 | $3.5M |
| Q2 2026 | $20M |
| Q2 2026 | $1.7M |
| Q2 2026 | $2.3M |
| Q2 2026 | $2.3M |
| Q2 2026 | $6M |
| Q2 2026 | $1.4M |
| Q2 2026 | $2.4M |
| Q2 2026 | $6.9M |
| Q2 2026 | $2.3M |
| Q2 2026 | $8.7M |
| Q2 2026 | $6.9M |
| Q2 2026 | $18M |
| Q2 2026 | $1.3M |
| Q2 2026 | $514K |
| Q2 2026 | $225K |
| Q2 2026 | $598K |
| Q2 2026 | $2.9M |
| Q3 2026 | $309K |
| Q3 2026 | $3.6M |
| Q3 2026 | $20.2M |
| Q3 2026 | $2M |
| Q3 2026 | $2.2M |
| Q3 2026 | $2.2M |
| Q3 2026 | $5.3M |
| Q3 2026 | $1.4M |
| Q3 2026 | $2.7M |
| Q3 2026 | $7.6M |
| Q3 2026 | $2.1M |
| Q3 2026 | $10M |
| Q3 2026 | $6.8M |
| Q3 2026 | $19.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $399K |
| Q3 2026 | $218K |
| Q3 2026 | $571K |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 64.0K | — | — |
| Q3 2026 | $571K | 23.9K | — | — |
| Q3 2026 | $218K | 9.2K | — | — |
| Q3 2026 | $399K | 18.1K | — | — |
| Q3 2026 | $1.3M | 58.1K | — | — |
| Q3 2026 | $19.1M | 693.8K | — | — |
| Q3 2026 | $6.8M | 209.6K | — | — |
| Q3 2026 | $10M | 317.0K | — | — |
| Q3 2026 | $2.1M | 61.0K | — | — |
| Q3 2026 | $7.6M | 142.1K | — | — |
| Q3 2026 | $2.7M | 63.6K | — | — |
| Q3 2026 | $1.4M | 38.4K | — | — |
| Q3 2026 | $5.3M | 162.9K | — | — |
| Q3 2026 | $2.2M | 63.3K | — | — |
| Q3 2026 | $2.2M | 66.1K | — | — |
| Q3 2026 | $2M | 54.3K | — | — |
| Q3 2026 | $20.2M | 674.6K | — | — |
| Q3 2026 | $3.6M | 122.3K | — | — |
| Q3 2026 | $309K | 5.1K | — | — |
| Q2 2026 | $2.9M | 60.8K | — | — |
| Q2 2026 | $598K | 24.8K | — | — |
| Q2 2026 | $225K | 9.1K | — | — |
| Q2 2026 | $514K | 21.7K | — | — |
| Q2 2026 | $1.3M | 54.2K | — | — |
| Q2 2026 | $18M | 650.4K | — | — |
| Q2 2026 | $6.9M | 217.3K | — | — |
| Q2 2026 | $8.7M | 280.1K | — | — |
| Q2 2026 | $2.3M | 61.2K | — | — |
| Q2 2026 | $6.9M | 131.6K | — | — |
| Q2 2026 | $2.4M | 59.5K | — | — |
| Q2 2026 | $1.4M | 37.6K | — | — |
| Q2 2026 | $6M | 166.6K | — | — |
| Q2 2026 | $2.3M | 63.4K | — | — |
| Q2 2026 | $2.3M | 66.3K | — | — |
| Q2 2026 | $1.7M | 50.2K | — | — |
| Q2 2026 | $20M | 679.1K | — | — |
| Q2 2026 | $3.5M | 121.9K | — | — |
| Q2 2026 | $329K | 5.6K | — | — |
| Q1 2026 | $2.9M | 61.8K | — | — |
| Q1 2026 | $612K | 25.2K | — | — |
| Q1 2026 | $226K | 9.1K | — | — |
| Q1 2026 | $504K | 23.5K | — | — |
| Q1 2026 | $1.4M | 58.4K | — | — |
| Q1 2026 | $16.5M | 666.3K | — | — |
| Q1 2026 | $6.9M | 224.0K | — | — |
| Q1 2026 | $7.5M | 269.9K | — | — |
| Q1 2026 | $1.6M | 50.8K | — | — |
| Q1 2026 | $4.9M | 100.1K | — | — |
| Q1 2026 | $1.9M | 48.9K | — | — |
| Q1 2026 | $1.2M | 37.2K | — | — |
| Q1 2026 | $5M | 173.3K | — | — |
| Q1 2026 | $1.8M | 56.7K | — | — |
| Q1 2026 | $2M | 64.3K | — | — |
| Q1 2026 | $1.4M | 47.9K | — | — |
| Q1 2026 | $17.4M | 678.4K | — | — |
| Q1 2026 | $3M | 118.3K | — | — |
| Q1 2026 | $330K | 6.2K | — | — |
| Q4 2025 | $5.7M | 126.0K | — | — |
| Q4 2025 | $1.2M | 50.4K | — | — |
| Q4 2025 | $456K | 18.2K | — | — |
| Q4 2025 | $1.1M | 50.6K | — | — |
| Q4 2025 | $2.6M | 112.7K | — | — |
| Q4 2025 | $31.5M | 1.31M | — | — |
| Q4 2025 | $12.7M | 462.8K | — | — |
| Q4 2025 | $12.8M | 469.6K | — | — |
| Q4 2025 | $2.6M | 83.5K | — | — |
| Q4 2025 | $6.3M | 140.3K | — | — |
| Q4 2025 | $2.7M | 74.4K | — | — |
| Q4 2025 | $2.5M | 77.3K | — | — |
| Q4 2025 | $10.2M | 359.4K | — | — |
| Q4 2025 | $3.4M | 112.9K | — | — |
| Q4 2025 | $3.9M | 132.0K | — | — |
| Q4 2025 | $3M | 93.4K | — | — |
| Q4 2025 | $36.2M | 1.34M | — | — |
| Q4 2025 | $7.1M | 269.9K | — | — |
| Q4 2025 | $656K | 11.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B