Back to SCHW-PJ
Cambridge Advisors Inc. → SCHW-PJ
Cambridge Advisors Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
52
Latest value
$584K
Q3 2026
Peak value
$8.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.6M |
| Q4 2025 | $1.2M |
| Q4 2025 | $8.3M |
| Q4 2025 | $367K |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.3M |
| Q4 2025 | $3.5M |
| Q4 2025 | $3.6M |
| Q4 2025 | $2.3M |
| Q4 2025 | $256K |
| Q4 2025 | $798K |
| Q4 2025 | $623K |
| Q1 2026 | $3.4M |
| Q1 2026 | $1.2M |
| Q1 2026 | $7.3M |
| Q1 2026 | $378K |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.3M |
| Q1 2026 | $3.7M |
| Q1 2026 | $4M |
| Q1 2026 | $2.3M |
| Q1 2026 | $263K |
| Q1 2026 | $795K |
| Q1 2026 | $618K |
| Q2 2026 | $3.9M |
| Q2 2026 | $1.4M |
| Q2 2026 | $8.2M |
| Q2 2026 | $432K |
| Q2 2026 | $2.1M |
| Q2 2026 | $1.9M |
| Q2 2026 | $1.5M |
| Q2 2026 | $4M |
| Q2 2026 | $4M |
| Q2 2026 | $2.6M |
| Q2 2026 | $281K |
| Q2 2026 | $791K |
| Q2 2026 | $616K |
| Q3 2026 | $4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $8.7M |
| Q3 2026 | $429K |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.4M |
| Q3 2026 | $4M |
| Q3 2026 | $4.2M |
| Q3 2026 | $2.6M |
| Q3 2026 | $262K |
| Q3 2026 | $783K |
| Q3 2026 | $584K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $584K | 23.3K | — | — |
| Q3 2026 | $783K | 32.8K | — | — |
| Q3 2026 | $262K | 11.9K | — | — |
| Q3 2026 | $2.6M | 93.2K | — | — |
| Q3 2026 | $4.2M | 127.6K | — | — |
| Q3 2026 | $4M | 127.3K | — | — |
| Q3 2026 | $1.4M | 38.9K | — | — |
| Q3 2026 | $1.7M | 53.2K | — | — |
| Q3 2026 | $1.9M | 56.9K | — | — |
| Q3 2026 | $429K | 12.9K | — | — |
| Q3 2026 | $8.7M | 241.9K | — | — |
| Q3 2026 | $1.4M | 47.1K | — | — |
| Q3 2026 | $4M | 136.2K | — | — |
| Q2 2026 | $616K | 23.2K | — | — |
| Q2 2026 | $791K | 32.8K | — | — |
| Q2 2026 | $281K | 11.9K | — | — |
| Q2 2026 | $2.6M | 93.7K | — | — |
| Q2 2026 | $4M | 127.7K | — | — |
| Q2 2026 | $4M | 127.2K | — | — |
| Q2 2026 | $1.5M | 38.8K | — | — |
| Q2 2026 | $1.9M | 53.0K | — | — |
| Q2 2026 | $2.1M | 57.1K | — | — |
| Q2 2026 | $432K | 12.4K | — | — |
| Q2 2026 | $8.2M | 242.4K | — | — |
| Q2 2026 | $1.4M | 47.0K | — | — |
| Q2 2026 | $3.9M | 134.4K | — | — |
| Q1 2026 | $618K | 23.2K | — | — |
| Q1 2026 | $795K | 32.8K | — | — |
| Q1 2026 | $263K | 12.3K | — | — |
| Q1 2026 | $2.3M | 94.8K | — | — |
| Q1 2026 | $4M | 130.2K | — | — |
| Q1 2026 | $3.7M | 131.3K | — | — |
| Q1 2026 | $1.3M | 40.5K | — | — |
| Q1 2026 | $1.6M | 54.1K | — | — |
| Q1 2026 | $1.8M | 58.9K | — | — |
| Q1 2026 | $378K | 12.4K | — | — |
| Q1 2026 | $7.3M | 251.5K | — | — |
| Q1 2026 | $1.2M | 47.0K | — | — |
| Q1 2026 | $3.4M | 135.0K | — | — |
| Q4 2025 | $623K | 23.5K | — | — |
| Q4 2025 | $798K | 32.8K | — | — |
| Q4 2025 | $256K | 12.2K | — | — |
| Q4 2025 | $2.3M | 94.9K | — | — |
| Q4 2025 | $3.6M | 130.7K | — | — |
| Q4 2025 | $3.5M | 130.1K | — | — |
| Q4 2025 | $1.3M | 40.3K | — | — |
| Q4 2025 | $1.5M | 54.3K | — | — |
| Q4 2025 | $1.8M | 58.8K | — | — |
| Q4 2025 | $367K | 12.4K | — | — |
| Q4 2025 | $8.3M | 254.3K | — | — |
| Q4 2025 | $1.2M | 46.1K | — | — |
| Q4 2025 | $3.6M | 136.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B