Back to SCHW-PJ
Capital Advisors Wealth Management, LLC → SCHW-PJ
Capital Advisors Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
24
Latest value
$2.2M
Q3 2026
Peak value
$59.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q3 2025 | $5.2M |
| Q3 2025 | $43.1M |
| Q3 2025 | $672K |
| Q4 2025 | $2M |
| Q4 2025 | $5.4M |
| Q4 2025 | $252K |
| Q4 2025 | $48.5M |
| Q4 2025 | $543K |
| Q1 2026 | $1.6M |
| Q1 2026 | $5.9M |
| Q1 2026 | $519K |
| Q1 2026 | $51.5M |
| Q1 2026 | $611K |
| Q2 2026 | $1.9M |
| Q2 2026 | $6.7M |
| Q2 2026 | $702K |
| Q2 2026 | $56.5M |
| Q2 2026 | $791K |
| Q3 2026 | $2.2M |
| Q3 2026 | $6.4M |
| Q3 2026 | $841K |
| Q3 2026 | $59.8M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 68.5K | — | — |
| Q3 2026 | $59.8M | 1.11M | — | — |
| Q3 2026 | $841K | 20.1K | — | — |
| Q3 2026 | $6.4M | 192.1K | — | — |
| Q3 2026 | $2.2M | 61.1K | — | — |
| Q2 2026 | $791K | 24.9K | — | — |
| Q2 2026 | $56.5M | 1.07M | — | — |
| Q2 2026 | $702K | 17.7K | — | — |
| Q2 2026 | $6.7M | 192.1K | — | — |
| Q2 2026 | $1.9M | 55.5K | — | — |
| Q1 2026 | $611K | 19.9K | — | — |
| Q1 2026 | $51.5M | 1.05M | — | — |
| Q1 2026 | $519K | 13.6K | — | — |
| Q1 2026 | $5.9M | 191.9K | — | — |
| Q1 2026 | $1.6M | 54.9K | — | — |
| Q4 2025 | $543K | 19.8K | — | — |
| Q4 2025 | $48.5M | 1.07M | — | — |
| Q4 2025 | $252K | 7.0K | — | — |
| Q4 2025 | $5.4M | 182.7K | — | — |
| Q4 2025 | $2M | 60.0K | — | — |
| Q3 2025 | $672K | 24.6K | — | — |
| Q3 2025 | $43.1M | 1.00M | — | — |
| Q3 2025 | $5.2M | 178.0K | — | — |
| Q3 2025 | $1.8M | 55.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B