Back to SCHW-PJ
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. → SCHW-PJ
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$995K
Q3 2026
Peak value
$25M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $261K |
| Q3 2025 | $23.8M |
| Q3 2025 | $6.6M |
| Q3 2025 | $1.5M |
| Q3 2025 | $1.1M |
| Q4 2025 | $261K |
| Q4 2025 | $23.7M |
| Q4 2025 | $6.7M |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.1M |
| Q1 2026 | $250K |
| Q1 2026 | $21.4M |
| Q1 2026 | $6.8M |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.1M |
| Q2 2026 | $288K |
| Q2 2026 | $24.1M |
| Q2 2026 | $8M |
| Q2 2026 | $1.8M |
| Q2 2026 | $1.1M |
| Q3 2026 | $292K |
| Q3 2026 | $25M |
| Q3 2026 | $7.4M |
| Q3 2026 | $1.7M |
| Q3 2026 | $995K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $995K | 42.0K | — | — |
| Q3 2026 | $1.7M | 50.8K | — | — |
| Q3 2026 | $7.4M | 216.7K | — | — |
| Q3 2026 | $25M | 831.9K | — | — |
| Q3 2026 | $292K | 10.0K | — | — |
| Q2 2026 | $1.1M | 44.3K | — | — |
| Q2 2026 | $1.8M | 50.9K | — | — |
| Q2 2026 | $8M | 216.5K | — | — |
| Q2 2026 | $24.1M | 817.5K | — | — |
| Q2 2026 | $288K | 9.9K | — | — |
| Q1 2026 | $1.1M | 44.7K | — | — |
| Q1 2026 | $1.5M | 51.2K | — | — |
| Q1 2026 | $6.8M | 220.3K | — | — |
| Q1 2026 | $21.4M | 832.9K | — | — |
| Q1 2026 | $250K | 9.9K | — | — |
| Q4 2025 | $1.1M | 43.9K | — | — |
| Q4 2025 | $1.6M | 54.5K | — | — |
| Q4 2025 | $6.7M | 224.1K | — | — |
| Q4 2025 | $23.7M | 881.9K | — | — |
| Q4 2025 | $261K | 10.0K | — | — |
| Q3 2025 | $1.1M | 44.7K | — | — |
| Q3 2025 | $1.5M | 54.9K | — | — |
| Q3 2025 | $6.6M | 223.0K | — | — |
| Q3 2025 | $23.8M | 902.3K | — | — |
| Q3 2025 | $261K | 10.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B