Back to SCHW-PJ
Boyce & Associates Wealth Consulting, Inc. → SCHW-PJ
Boyce & Associates Wealth Consulting, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
30
Latest value
$1.4M
Q3 2026
Peak value
$8.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $287K |
| Q3 2025 | $608K |
| Q3 2025 | $781K |
| Q3 2025 | $436K |
| Q3 2025 | $5.9M |
| Q3 2025 | $1.1M |
| Q4 2025 | $293K |
| Q4 2025 | $557K |
| Q4 2025 | $836K |
| Q4 2025 | $428K |
| Q4 2025 | $6.2M |
| Q4 2025 | $1.2M |
| Q1 2026 | $256K |
| Q1 2026 | $498K |
| Q1 2026 | $1.5M |
| Q1 2026 | $414K |
| Q1 2026 | $6.6M |
| Q1 2026 | $1.3M |
| Q2 2026 | $260K |
| Q2 2026 | $575K |
| Q2 2026 | $1.7M |
| Q2 2026 | $516K |
| Q2 2026 | $7.6M |
| Q2 2026 | $1.4M |
| Q3 2026 | $258K |
| Q3 2026 | $613K |
| Q3 2026 | $2.5M |
| Q3 2026 | $440K |
| Q3 2026 | $8.6M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 42.5K | — | — |
| Q3 2026 | $8.6M | 272.9K | — | — |
| Q3 2026 | $440K | 12.6K | — | — |
| Q3 2026 | $2.5M | 45.7K | — | — |
| Q3 2026 | $613K | 17.1K | — | — |
| Q3 2026 | $258K | 8.8K | — | — |
| Q2 2026 | $1.4M | 45.0K | — | — |
| Q2 2026 | $7.6M | 243.2K | — | — |
| Q2 2026 | $516K | 13.6K | — | — |
| Q2 2026 | $1.7M | 33.0K | — | — |
| Q2 2026 | $575K | 17.0K | — | — |
| Q2 2026 | $260K | 9.0K | — | — |
| Q1 2026 | $1.3M | 43.6K | — | — |
| Q1 2026 | $6.6M | 236.2K | — | — |
| Q1 2026 | $414K | 12.8K | — | — |
| Q1 2026 | $1.5M | 31.3K | — | — |
| Q1 2026 | $498K | 17.1K | — | — |
| Q1 2026 | $256K | 10.2K | — | — |
| Q4 2025 | $1.2M | 42.6K | — | — |
| Q4 2025 | $6.2M | 229.5K | — | — |
| Q4 2025 | $428K | 13.6K | — | — |
| Q4 2025 | $836K | 18.5K | — | — |
| Q4 2025 | $557K | 17.1K | — | — |
| Q4 2025 | $293K | 11.2K | — | — |
| Q3 2025 | $1.1M | 40.5K | — | — |
| Q3 2025 | $5.9M | 224.9K | — | — |
| Q3 2025 | $436K | 14.0K | — | — |
| Q3 2025 | $781K | 18.2K | — | — |
| Q3 2025 | $608K | 19.1K | — | — |
| Q3 2025 | $287K | 11.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B