Back to SCHW-PJ
B.O.S.S. Retirement Advisors, LLC → SCHW-PJ
B.O.S.S. Retirement Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
9
Latest value
$4.5M
Q3 2026
Peak value
$4.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $241K |
| Q3 2025 | $877K |
| Q3 2025 | $2M |
| Q4 2025 | $665K |
| Q4 2025 | $4.5M |
| Q1 2026 | $593K |
| Q1 2026 | $2.7M |
| Q3 2026 | $368K |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 162.8K | — | — |
| Q3 2026 | $368K | 12.3K | — | — |
| Q1 2026 | $2.7M | 109.8K | — | — |
| Q1 2026 | $593K | 23.1K | — | — |
| Q4 2025 | $4.5M | 188.0K | — | — |
| Q4 2025 | $665K | 24.7K | — | — |
| Q3 2025 | $2M | 86.8K | — | — |
| Q3 2025 | $877K | 27.5K | — | — |
| Q3 2025 | $241K | 2.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B