Back to SCHW-PJ
BlueChip Wealth Advisors LLC → SCHW-PJ
BlueChip Wealth Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$13.2M
Q3 2026
Peak value
$13.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $824K |
| Q3 2025 | $10.7M |
| Q4 2025 | $824K |
| Q4 2025 | $11.2M |
| Q1 2026 | $917K |
| Q1 2026 | $12.5M |
| Q2 2026 | $1.1M |
| Q2 2026 | $13M |
| Q3 2026 | $994K |
| Q3 2026 | $13.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.2M | 406.3K | — | — |
| Q3 2026 | $994K | 29.2K | — | — |
| Q2 2026 | $13M | 410.1K | — | — |
| Q2 2026 | $1.1M | 29.5K | — | — |
| Q1 2026 | $12.5M | 408.1K | — | — |
| Q1 2026 | $917K | 29.6K | — | — |
| Q4 2025 | $11.2M | 407.2K | — | — |
| Q4 2025 | $824K | 27.4K | — | — |
| Q3 2025 | $10.7M | 392.8K | — | — |
| Q3 2025 | $824K | 27.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B