Back to SCHW-PJ
Carolina Wealth Advisors, LLC → SCHW-PJ
Carolina Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
48
Latest value
$203K
Q3 2026
Peak value
$12.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $56K |
| Q4 2025 | $394K |
| Q4 2025 | $1M |
| Q4 2025 | $17K |
| Q4 2025 | $810K |
| Q4 2025 | $1.1M |
| Q4 2025 | $2.8M |
| Q4 2025 | $226K |
| Q4 2025 | $696K |
| Q4 2025 | $12.7M |
| Q4 2025 | $240K |
| Q1 2026 | $53K |
| Q1 2026 | $171K |
| Q1 2026 | $887K |
| Q1 2026 | $18K |
| Q1 2026 | $752K |
| Q1 2026 | $963K |
| Q1 2026 | $4.1M |
| Q1 2026 | $207K |
| Q1 2026 | $653K |
| Q1 2026 | $12.4M |
| Q1 2026 | $224K |
| Q2 2026 | $52K |
| Q2 2026 | $188K |
| Q2 2026 | $962K |
| Q2 2026 | $21K |
| Q2 2026 | $845K |
| Q2 2026 | $1.1M |
| Q2 2026 | $4.3M |
| Q2 2026 | $217K |
| Q2 2026 | $14K |
| Q2 2026 | $691K |
| Q2 2026 | $12.5M |
| Q2 2026 | $219K |
| Q3 2026 | $55K |
| Q3 2026 | $132K |
| Q3 2026 | $856K |
| Q3 2026 | $8K |
| Q3 2026 | $683K |
| Q3 2026 | $868K |
| Q3 2026 | $4.7M |
| Q3 2026 | $195K |
| Q3 2026 | $14K |
| Q3 2026 | $602K |
| Q3 2026 | $2K |
| Q3 2026 | $21K |
| Q3 2026 | $12M |
| Q3 2026 | $203K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $203K | 4.1K | — | — |
| Q3 2026 | $12M | 479.0K | — | — |
| Q3 2026 | $21K | 895 | — | — |
| Q3 2026 | $2K | 76 | — | — |
| Q3 2026 | $602K | 21.9K | — | — |
| Q3 2026 | $14K | 441 | — | — |
| Q3 2026 | $195K | 5.4K | — | — |
| Q3 2026 | $4.7M | 148.8K | — | — |
| Q3 2026 | $868K | 26.6K | — | — |
| Q3 2026 | $683K | 20.1K | — | — |
| Q3 2026 | $8K | 242 | — | — |
| Q3 2026 | $856K | 28.5K | — | — |
| Q3 2026 | $132K | 4.5K | — | — |
| Q3 2026 | $55K | 565 | — | — |
| Q2 2026 | $219K | 4.5K | — | — |
| Q2 2026 | $12.5M | 472.9K | — | — |
| Q2 2026 | $691K | 24.9K | — | — |
| Q2 2026 | $14K | 441 | — | — |
| Q2 2026 | $217K | 6.0K | — | — |
| Q2 2026 | $4.3M | 136.9K | — | — |
| Q2 2026 | $1.1M | 30.8K | — | — |
| Q2 2026 | $845K | 22.9K | — | — |
| Q2 2026 | $21K | 604 | — | — |
| Q2 2026 | $962K | 32.7K | — | — |
| Q2 2026 | $188K | 6.5K | — | — |
| Q2 2026 | $52K | 565 | — | — |
| Q1 2026 | $224K | 4.8K | — | — |
| Q1 2026 | $12.4M | 466.3K | — | — |
| Q1 2026 | $653K | 26.4K | — | — |
| Q1 2026 | $207K | 6.3K | — | — |
| Q1 2026 | $4.1M | 130.9K | — | — |
| Q1 2026 | $963K | 33.1K | — | — |
| Q1 2026 | $752K | 24.3K | — | — |
| Q1 2026 | $18K | 581 | — | — |
| Q1 2026 | $887K | 34.6K | — | — |
| Q1 2026 | $171K | 6.8K | — | — |
| Q1 2026 | $53K | 565 | — | — |
| Q4 2025 | $240K | 5.3K | — | — |
| Q4 2025 | $12.7M | 479.8K | — | — |
| Q4 2025 | $696K | 28.9K | — | — |
| Q4 2025 | $226K | 6.9K | — | — |
| Q4 2025 | $2.8M | 93.1K | — | — |
| Q4 2025 | $1.1M | 38.0K | — | — |
| Q4 2025 | $810K | 26.9K | — | — |
| Q4 2025 | $17K | 565 | — | — |
| Q4 2025 | $1M | 38.3K | — | — |
| Q4 2025 | $394K | 15.0K | — | — |
| Q4 2025 | $56K | 565 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Carolina Wealth Advisors, LLC positions
LEO
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LEO
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LEO
$10.4MBNY MELLON US LARGE CAP CORE EQUITY ETF
STT-PG
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STT-PG
$9.9MSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
STT-PG
$9.9MSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
STT-PG
$9.7MSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF