Back to SCHW-PJ
Cambridge Investment Research Advisors, Inc. → SCHW-PJ
Cambridge Investment Research Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
138
Latest value
$3M
Q3 2026
Peak value
$231.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $16.5M |
| Q3 2025 | $33.8M |
| Q3 2025 | $71.6M |
| Q3 2025 | $104.8M |
| Q3 2025 | $19.5M |
| Q3 2025 | $24.8M |
| Q3 2025 | $17.5M |
| Q3 2025 | $2.1M |
| Q3 2025 | $10.1M |
| Q3 2025 | $1.7M |
| Q3 2025 | $17.1M |
| Q3 2025 | $34.9M |
| Q3 2025 | $1.7M |
| Q3 2025 | $46.3M |
| Q3 2025 | $188.1M |
| Q3 2025 | $32.2M |
| Q3 2025 | $6M |
| Q3 2025 | $1.2M |
| Q3 2025 | $6M |
| Q3 2025 | $5.7M |
| Q3 2025 | $5.7M |
| Q3 2025 | $738K |
| Q4 2025 | $981K |
| Q4 2025 | $17.6M |
| Q4 2025 | $46.7M |
| Q4 2025 | $73.4M |
| Q4 2025 | $105.5M |
| Q4 2025 | $22.9M |
| Q4 2025 | $25.8M |
| Q4 2025 | $20.4M |
| Q4 2025 | $2.2M |
| Q4 2025 | $10.8M |
| Q4 2025 | $1.5M |
| Q4 2025 | $17.8M |
| Q4 2025 | $37.2M |
| Q4 2025 | $1.7M |
| Q4 2025 | $50.3M |
| Q4 2025 | $174.7M |
| Q4 2025 | $37.2M |
| Q4 2025 | $7.4M |
| Q4 2025 | $1.1M |
| Q4 2025 | $6.6M |
| Q4 2025 | $5.9M |
| Q4 2025 | $6.1M |
| Q4 2025 | $792K |
| Q1 2026 | $985K |
| Q1 2026 | $16.2M |
| Q1 2026 | $43.1M |
| Q1 2026 | $72.5M |
| Q1 2026 | $84.4M |
| Q1 2026 | $15.6M |
| Q1 2026 | $28.6M |
| Q1 2026 | $22.5M |
| Q1 2026 | $3.2M |
| Q1 2026 | $10.7M |
| Q1 2026 | $460K |
| Q1 2026 | $15.5M |
| Q1 2026 | $37.8M |
| Q1 2026 | $1.8M |
| Q1 2026 | $60.6M |
| Q1 2026 | $200.7M |
| Q1 2026 | $45.2M |
| Q1 2026 | $7.3M |
| Q1 2026 | $1.1M |
| Q1 2026 | $6.9M |
| Q1 2026 | $6.2M |
| Q1 2026 | $8.3M |
| Q1 2026 | $2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.1M |
| Q2 2026 | $14.9M |
| Q2 2026 | $14.9M |
| Q2 2026 | $49.8M |
| Q2 2026 | $49.8M |
| Q2 2026 | $83.5M |
| Q2 2026 | $83.5M |
| Q2 2026 | $100.9M |
| Q2 2026 | $100.8M |
| Q2 2026 | $17.1M |
| Q2 2026 | $17.1M |
| Q2 2026 | $31M |
| Q2 2026 | $31M |
| Q2 2026 | $28.4M |
| Q2 2026 | $28.4M |
| Q2 2026 | $3.3M |
| Q2 2026 | $3.3M |
| Q2 2026 | $12.8M |
| Q2 2026 | $12.8M |
| Q2 2026 | $581K |
| Q2 2026 | $581K |
| Q2 2026 | $15.3M |
| Q2 2026 | $15.3M |
| Q2 2026 | $42.5M |
| Q2 2026 | $42.5M |
| Q2 2026 | $1.9M |
| Q2 2026 | $1.9M |
| Q2 2026 | $70.9M |
| Q2 2026 | $70.9M |
| Q2 2026 | $210.8M |
| Q2 2026 | $210.9M |
| Q2 2026 | $53.1M |
| Q2 2026 | $53.1M |
| Q2 2026 | $8.8M |
| Q2 2026 | $8.8M |
| Q2 2026 | $2.3M |
| Q2 2026 | $2.3M |
| Q2 2026 | $8.5M |
| Q2 2026 | $8.5M |
| Q2 2026 | $8.5M |
| Q2 2026 | $8.5M |
| Q2 2026 | $8.8M |
| Q2 2026 | $8.8M |
| Q2 2026 | $2.6M |
| Q2 2026 | $2.6M |
| Q3 2026 | $883K |
| Q3 2026 | $16.7M |
| Q3 2026 | $51.8M |
| Q3 2026 | $86.8M |
| Q3 2026 | $113.4M |
| Q3 2026 | $16.2M |
| Q3 2026 | $29.9M |
| Q3 2026 | $23.9M |
| Q3 2026 | $4.3M |
| Q3 2026 | $13.4M |
| Q3 2026 | $527K |
| Q3 2026 | $15.2M |
| Q3 2026 | $47.6M |
| Q3 2026 | $1.8M |
| Q3 2026 | $94.1M |
| Q3 2026 | $231.9M |
| Q3 2026 | $51.2M |
| Q3 2026 | $9.8M |
| Q3 2026 | $2.4M |
| Q3 2026 | $8.1M |
| Q3 2026 | $9.7M |
| Q3 2026 | $9.6M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 59.3K | — | — |
| Q3 2026 | $9.6M | 380.2K | — | — |
| Q3 2026 | $9.7M | 404.8K | — | — |
| Q3 2026 | $8.1M | 341.5K | — | — |
| Q3 2026 | $2.4M | 108.0K | — | — |
| Q3 2026 | $9.8M | 443.8K | — | — |
| Q3 2026 | $51.2M | 1.86M | — | — |
| Q3 2026 | $231.9M | 7.13M | — | — |
| Q3 2026 | $94.1M | 2.99M | — | — |
| Q3 2026 | $1.8M | 52.3K | — | — |
| Q3 2026 | $47.6M | 886.1K | — | — |
| Q3 2026 | $15.2M | 363.0K | — | — |
| Q3 2026 | $527K | 21.8K | — | — |
| Q3 2026 | $13.4M | 367.7K | — | — |
| Q3 2026 | $4.3M | 137.4K | — | — |
| Q3 2026 | $23.9M | 733.8K | — | — |
| Q3 2026 | $29.9M | 877.7K | — | — |
| Q3 2026 | $16.2M | 487.0K | — | — |
| Q3 2026 | $113.4M | 3.16M | — | — |
| Q3 2026 | $86.8M | 2.89M | — | — |
| Q3 2026 | $51.8M | 1.77M | — | — |
| Q3 2026 | $16.7M | 170.7K | — | — |
| Q3 2026 | $883K | 14.6K | — | — |
| Q2 2026 | $2.6M | 54.3K | — | — |
| Q2 2026 | $2.6M | 54.3K | — | — |
| Q2 2026 | $8.8M | 333.4K | — | — |
| Q2 2026 | $8.8M | 333.4K | — | — |
| Q2 2026 | $8.5M | 350.7K | — | — |
| Q2 2026 | $8.5M | 350.7K | — | — |
| Q2 2026 | $8.5M | 344.4K | — | — |
| Q2 2026 | $8.5M | 344.4K | — | — |
| Q2 2026 | $2.3M | 95.3K | — | — |
| Q2 2026 | $2.3M | 95.3K | — | — |
| Q2 2026 | $8.8M | 378.4K | — | — |
| Q2 2026 | $8.8M | 378.4K | — | — |
| Q2 2026 | $53.1M | 1.92M | — | — |
| Q2 2026 | $53.1M | 1.92M | — | — |
| Q2 2026 | $210.9M | 6.65M | — | — |
| Q2 2026 | $210.8M | 6.65M | — | — |
| Q2 2026 | $70.9M | 2.28M | — | — |
| Q2 2026 | $70.9M | 2.28M | — | — |
| Q2 2026 | $1.9M | 50.1K | — | — |
| Q2 2026 | $1.9M | 50.1K | — | — |
| Q2 2026 | $42.5M | 805.5K | — | — |
| Q2 2026 | $42.5M | 805.5K | — | — |
| Q2 2026 | $15.3M | 384.4K | — | — |
| Q2 2026 | $15.3M | 384.4K | — | — |
| Q2 2026 | $581K | 23.6K | — | — |
| Q2 2026 | $581K | 23.6K | — | — |
| Q2 2026 | $12.8M | 352.0K | — | — |
| Q2 2026 | $12.8M | 352.0K | — | — |
| Q2 2026 | $3.3M | 102.9K | — | — |
| Q2 2026 | $3.3M | 102.9K | — | — |
| Q2 2026 | $28.4M | 786.6K | — | — |
| Q2 2026 | $28.4M | 786.6K | — | — |
| Q2 2026 | $31M | 841.4K | — | — |
| Q2 2026 | $31M | 841.4K | — | — |
| Q2 2026 | $17.1M | 491.3K | — | — |
| Q2 2026 | $17.1M | 492.5K | — | — |
| Q2 2026 | $100.8M | 2.98M | — | — |
| Q2 2026 | $100.9M | 2.98M | — | — |
| Q2 2026 | $83.5M | 2.84M | — | — |
| Q2 2026 | $83.5M | 2.84M | — | — |
| Q2 2026 | $49.8M | 1.72M | — | — |
| Q2 2026 | $49.8M | 1.72M | — | — |
| Q2 2026 | $14.9M | 161.3K | — | — |
| Q2 2026 | $14.9M | 161.3K | — | — |
| Q2 2026 | $1.1M | 18.5K | — | — |
| Q2 2026 | $1.1M | 18.5K | — | — |
| Q1 2026 | $2M | 43.0K | — | — |
| Q1 2026 | $8.3M | 311.9K | — | — |
| Q1 2026 | $6.2M | 257.0K | — | — |
| Q1 2026 | $6.9M | 277.2K | — | — |
| Q1 2026 | $1.1M | 53.0K | — | — |
| Q1 2026 | $7.3M | 312.7K | — | — |
| Q1 2026 | $45.2M | 1.83M | — | — |
| Q1 2026 | $200.7M | 6.54M | — | — |
| Q1 2026 | $60.6M | 2.18M | — | — |
| Q1 2026 | $1.8M | 56.2K | — | — |
| Q1 2026 | $37.8M | 773.1K | — | — |
| Q1 2026 | $15.5M | 405.9K | — | — |
| Q1 2026 | $460K | 18.6K | — | — |
| Q1 2026 | $10.7M | 325.2K | — | — |
| Q1 2026 | $3.2M | 102.2K | — | — |
| Q1 2026 | $22.5M | 775.2K | — | — |
| Q1 2026 | $28.6M | 925.2K | — | — |
| Q1 2026 | $15.6M | 511.3K | — | — |
| Q1 2026 | $84.4M | 2.90M | — | — |
| Q1 2026 | $72.5M | 2.83M | — | — |
| Q1 2026 | $43.1M | 1.72M | — | — |
| Q1 2026 | $16.2M | 172.9K | — | — |
| Q1 2026 | $985K | 18.5K | — | — |
| Q4 2025 | $792K | 17.4K | — | — |
| Q4 2025 | $6.1M | 229.7K | — | — |
| Q4 2025 | $5.9M | 240.5K | — | — |
| Q4 2025 | $6.6M | 261.6K | — | — |
| Q4 2025 | $1.1M | 51.6K | — | — |
| Q4 2025 | $7.4M | 318.4K | — | — |
| Q4 2025 | $37.2M | 1.55M | — | — |
| Q4 2025 | $174.7M | 6.37M | — | — |
| Q4 2025 | $50.3M | 1.85M | — | — |
| Q4 2025 | $1.7M | 52.5K | — | — |
| Q4 2025 | $37.2M | 823.3K | — | — |
| Q4 2025 | $17.8M | 493.6K | — | — |
| Q4 2025 | $1.5M | 59.9K | — | — |
| Q4 2025 | $10.8M | 330.8K | — | — |
| Q4 2025 | $2.2M | 74.2K | — | — |
| Q4 2025 | $20.4M | 717.4K | — | — |
| Q4 2025 | $25.8M | 859.5K | — | — |
| Q4 2025 | $22.9M | 772.0K | — | — |
| Q4 2025 | $105.5M | 3.23M | — | — |
| Q4 2025 | $73.4M | 2.73M | — | — |
| Q4 2025 | $46.7M | 1.78M | — | — |
| Q4 2025 | $17.6M | 176.0K | — | — |
| Q4 2025 | $981K | 17.8K | — | — |
| Q3 2025 | $738K | 16.2K | — | — |
| Q3 2025 | $5.7M | 210.9K | — | — |
| Q3 2025 | $5.7M | 232.4K | — | — |
| Q3 2025 | $6M | 237.6K | — | — |
| Q3 2025 | $1.2M | 55.6K | — | — |
| Q3 2025 | $6M | 257.1K | — | — |
| Q3 2025 | $32.2M | 1.38M | — | — |
| Q3 2025 | $188.1M | 6.89M | — | — |
| Q3 2025 | $46.3M | 1.76M | — | — |
| Q3 2025 | $1.7M | 54.9K | — | — |
| Q3 2025 | $34.9M | 813.2K | — | — |
| Q3 2025 | $17.1M | 471.9K | — | — |
| Q3 2025 | $1.7M | 66.3K | — | — |
| Q3 2025 | $10.1M | 304.0K | — | — |
| Q3 2025 | $2.1M | 73.6K | — | — |
| Q3 2025 | $17.5M | 625.7K | — | — |
| Q3 2025 | $24.8M | 836.3K | — | — |
| Q3 2025 | $19.5M | 671.2K | — | — |
| Q3 2025 | $104.8M | 3.28M | — | — |
| Q3 2025 | $71.6M | 2.72M | — | — |
| Q3 2025 | $33.8M | 1.31M | — | — |
| Q3 2025 | $16.5M | 172.4K | — | — |
| Q3 2025 | $1.2M | 23.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B