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Bigelow Investment Advisors, LLC → SCHW-PJ
Bigelow Investment Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
55
Latest value
$1.1M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $5.5M |
| Q3 2025 | $5.1M |
| Q3 2025 | $1.7M |
| Q3 2025 | $931K |
| Q3 2025 | $541K |
| Q3 2025 | $366K |
| Q3 2025 | $601K |
| Q3 2025 | $534K |
| Q3 2025 | $4.2M |
| Q3 2025 | $1.1M |
| Q4 2025 | $2.3M |
| Q4 2025 | $5.2M |
| Q4 2025 | $5.2M |
| Q4 2025 | $1.6M |
| Q4 2025 | $837K |
| Q4 2025 | $517K |
| Q4 2025 | $369K |
| Q4 2025 | $508K |
| Q4 2025 | $527K |
| Q4 2025 | $4.9M |
| Q4 2025 | $1M |
| Q1 2026 | $1.8M |
| Q1 2026 | $4.5M |
| Q1 2026 | $4.6M |
| Q1 2026 | $1.8M |
| Q1 2026 | $791K |
| Q1 2026 | $474K |
| Q1 2026 | $337K |
| Q1 2026 | $413K |
| Q1 2026 | $509K |
| Q1 2026 | $4.8M |
| Q1 2026 | $1.1M |
| Q2 2026 | $2.1M |
| Q2 2026 | $5.1M |
| Q2 2026 | $5.5M |
| Q2 2026 | $2.2M |
| Q2 2026 | $847K |
| Q2 2026 | $537K |
| Q2 2026 | $353K |
| Q2 2026 | $404K |
| Q2 2026 | $484K |
| Q2 2026 | $5M |
| Q2 2026 | $1.2M |
| Q3 2026 | $2.1M |
| Q3 2026 | $5M |
| Q3 2026 | $5.8M |
| Q3 2026 | $2.1M |
| Q3 2026 | $711K |
| Q3 2026 | $459K |
| Q3 2026 | $279K |
| Q3 2026 | $356K |
| Q3 2026 | $435K |
| Q3 2026 | $5.2M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 44.5K | — | — |
| Q3 2026 | $5.2M | 217.7K | — | — |
| Q3 2026 | $435K | 19.7K | — | — |
| Q3 2026 | $356K | 16.1K | — | — |
| Q3 2026 | $279K | 10.2K | — | — |
| Q3 2026 | $459K | 14.1K | — | — |
| Q3 2026 | $711K | 20.9K | — | — |
| Q3 2026 | $2.1M | 62.2K | — | — |
| Q3 2026 | $5.8M | 161.6K | — | — |
| Q3 2026 | $5M | 167.6K | — | — |
| Q3 2026 | $2.1M | 70.0K | — | — |
| Q2 2026 | $1.2M | 45.2K | — | — |
| Q2 2026 | $5M | 206.6K | — | — |
| Q2 2026 | $484K | 20.5K | — | — |
| Q2 2026 | $404K | 17.5K | — | — |
| Q2 2026 | $353K | 12.7K | — | — |
| Q2 2026 | $537K | 14.9K | — | — |
| Q2 2026 | $847K | 23.0K | — | — |
| Q2 2026 | $2.2M | 61.8K | — | — |
| Q2 2026 | $5.5M | 161.4K | — | — |
| Q2 2026 | $5.1M | 174.6K | — | — |
| Q2 2026 | $2.1M | 72.1K | — | — |
| Q1 2026 | $1.1M | 41.0K | — | — |
| Q1 2026 | $4.8M | 197.9K | — | — |
| Q1 2026 | $509K | 23.7K | — | — |
| Q1 2026 | $413K | 17.8K | — | — |
| Q1 2026 | $337K | 13.6K | — | — |
| Q1 2026 | $474K | 16.3K | — | — |
| Q1 2026 | $791K | 25.5K | — | — |
| Q1 2026 | $1.8M | 60.0K | — | — |
| Q1 2026 | $4.6M | 158.1K | — | — |
| Q1 2026 | $4.5M | 176.9K | — | — |
| Q1 2026 | $1.8M | 73.1K | — | — |
| Q4 2025 | $1M | 38.5K | — | — |
| Q4 2025 | $4.9M | 201.6K | — | — |
| Q4 2025 | $527K | 25.3K | — | — |
| Q4 2025 | $508K | 21.7K | — | — |
| Q4 2025 | $369K | 15.3K | — | — |
| Q4 2025 | $517K | 18.1K | — | — |
| Q4 2025 | $837K | 27.8K | — | — |
| Q4 2025 | $1.6M | 55.5K | — | — |
| Q4 2025 | $5.2M | 160.7K | — | — |
| Q4 2025 | $5.2M | 192.3K | — | — |
| Q4 2025 | $2.3M | 86.4K | — | — |
| Q3 2025 | $1.1M | 39.6K | — | — |
| Q3 2025 | $4.2M | 170.7K | — | — |
| Q3 2025 | $534K | 24.7K | — | — |
| Q3 2025 | $601K | 25.6K | — | — |
| Q3 2025 | $366K | 15.7K | — | — |
| Q3 2025 | $541K | 19.4K | — | — |
| Q3 2025 | $931K | 31.4K | — | — |
| Q3 2025 | $1.7M | 59.3K | — | — |
| Q3 2025 | $5.1M | 158.9K | — | — |
| Q3 2025 | $5.5M | 209.2K | — | — |
| Q3 2025 | $2.2M | 87.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B