Back to SCHW-PJ
Cedar Mountain Advisors, LLC → SCHW-PJ
Cedar Mountain Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$14.4M
Q3 2026
Peak value
$15.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $41K |
| Q3 2025 | $8K |
| Q3 2025 | $9K |
| Q3 2025 | $11K |
| Q3 2025 | $15.2M |
| Q4 2025 | $43K |
| Q4 2025 | $8K |
| Q4 2025 | $9K |
| Q4 2025 | $11K |
| Q4 2025 | $14.7M |
| Q1 2026 | $58K |
| Q1 2026 | $7K |
| Q1 2026 | $9K |
| Q1 2026 | $11K |
| Q1 2026 | $14.9M |
| Q2 2026 | $57K |
| Q2 2026 | $8K |
| Q2 2026 | $10K |
| Q2 2026 | $14K |
| Q2 2026 | $14.8M |
| Q3 2026 | $60K |
| Q3 2026 | $9K |
| Q3 2026 | $4K |
| Q3 2026 | $13K |
| Q3 2026 | $14.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.4M | 651.3K | — | — |
| Q3 2026 | $13K | 384 | — | — |
| Q3 2026 | $4K | 114 | — | — |
| Q3 2026 | $9K | 248 | — | — |
| Q3 2026 | $60K | 618 | — | — |
| Q2 2026 | $14.8M | 641.4K | — | — |
| Q2 2026 | $14K | 384 | — | — |
| Q2 2026 | $10K | 299 | — | — |
| Q2 2026 | $8K | 248 | — | — |
| Q2 2026 | $57K | 617 | — | — |
| Q1 2026 | $14.9M | 640.4K | — | — |
| Q1 2026 | $11K | 384 | — | — |
| Q1 2026 | $9K | 299 | — | — |
| Q1 2026 | $7K | 248 | — | — |
| Q1 2026 | $58K | 616 | — | — |
| Q4 2025 | $14.7M | 627.6K | — | — |
| Q4 2025 | $11K | 384 | — | — |
| Q4 2025 | $9K | 299 | — | — |
| Q4 2025 | $8K | 248 | — | — |
| Q4 2025 | $43K | 426 | — | — |
| Q3 2025 | $15.2M | 645.7K | — | — |
| Q3 2025 | $11K | 384 | — | — |
| Q3 2025 | $9K | 299 | — | — |
| Q3 2025 | $8K | 248 | — | — |
| Q3 2025 | $41K | 425 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Cedar Mountain Advisors, LLC positions
ETHA
$95.8MISHARES RUSSELL 1000 VALUE ETF
ETHA
$95.8MISHARES RUSSELL 1000 GROWTH ETF
ETHA
$94.9MISHARES RUSSELL 1000 GROWTH ETF
ETHA
$92.7MISHARES RUSSELL 1000 VALUE ETF
ETHA
$91.9MISHARES RUSSELL 1000 GROWTH ETF
ETHA
$91.6MISHARES RUSSELL 1000 GROWTH ETF
ETHA
$84.7MISHARES RUSSELL 1000 VALUE ETF
ETHA
$84.4MISHARES RUSSELL 1000 VALUE ETF