Back to SCHW-PJ
Certified Advisory Corp → SCHW-PJ
Certified Advisory Corp SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
39
Latest value
$250K
Q3 2026
Peak value
$33M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $270K |
| Q3 2025 | $10.4M |
| Q3 2025 | $205K |
| Q3 2025 | $15.5M |
| Q3 2025 | $21.3M |
| Q3 2025 | $6.4M |
| Q3 2025 | $15.3M |
| Q3 2025 | $252K |
| Q4 2025 | $275K |
| Q4 2025 | $10.8M |
| Q4 2025 | $230K |
| Q4 2025 | $16.5M |
| Q4 2025 | $22.8M |
| Q4 2025 | $5.8M |
| Q4 2025 | $16.5M |
| Q4 2025 | $269K |
| Q1 2026 | $215K |
| Q1 2026 | $10.2M |
| Q1 2026 | $244K |
| Q1 2026 | $16.4M |
| Q1 2026 | $24.6M |
| Q1 2026 | $6.4M |
| Q1 2026 | $18.7M |
| Q1 2026 | $352K |
| Q2 2026 | $218K |
| Q2 2026 | $12.4M |
| Q2 2026 | $831K |
| Q2 2026 | $17.9M |
| Q2 2026 | $30.5M |
| Q2 2026 | $6.1M |
| Q2 2026 | $21.3M |
| Q3 2026 | $220K |
| Q3 2026 | $13.8M |
| Q3 2026 | $926K |
| Q3 2026 | $17.3M |
| Q3 2026 | $33M |
| Q3 2026 | $6.4M |
| Q3 2026 | $21.6M |
| Q3 2026 | $250K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $250K | 10.5K | — | — |
| Q3 2026 | $21.6M | 786.3K | — | — |
| Q3 2026 | $6.4M | 195.4K | — | — |
| Q3 2026 | $33M | 1.05M | — | — |
| Q3 2026 | $17.3M | 321.3K | — | — |
| Q3 2026 | $926K | 22.1K | — | — |
| Q3 2026 | $13.8M | 382.8K | — | — |
| Q3 2026 | $220K | 7.5K | — | — |
| Q2 2026 | $21.3M | 770.7K | — | — |
| Q2 2026 | $6.1M | 193.9K | — | — |
| Q2 2026 | $30.5M | 979.8K | — | — |
| Q2 2026 | $17.9M | 339.3K | — | — |
| Q2 2026 | $831K | 21.0K | — | — |
| Q2 2026 | $12.4M | 365.7K | — | — |
| Q2 2026 | $218K | 7.5K | — | — |
| Q1 2026 | $352K | 14.1K | — | — |
| Q1 2026 | $18.7M | 756.7K | — | — |
| Q1 2026 | $6.4M | 209.8K | — | — |
| Q1 2026 | $24.6M | 882.3K | — | — |
| Q1 2026 | $16.4M | 336.1K | — | — |
| Q1 2026 | $244K | 6.4K | — | — |
| Q1 2026 | $10.2M | 351.7K | — | — |
| Q1 2026 | $215K | 8.6K | — | — |
| Q4 2025 | $269K | 10.7K | — | — |
| Q4 2025 | $16.5M | 684.8K | — | — |
| Q4 2025 | $5.8M | 213.1K | — | — |
| Q4 2025 | $22.8M | 836.6K | — | — |
| Q4 2025 | $16.5M | 365.3K | — | — |
| Q4 2025 | $230K | 6.4K | — | — |
| Q4 2025 | $10.8M | 331.8K | — | — |
| Q4 2025 | $275K | 10.5K | — | — |
| Q3 2025 | $252K | 10.0K | — | — |
| Q3 2025 | $15.3M | 656.9K | — | — |
| Q3 2025 | $6.4M | 233.9K | — | — |
| Q3 2025 | $21.3M | 808.3K | — | — |
| Q3 2025 | $15.5M | 360.9K | — | — |
| Q3 2025 | $205K | 5.7K | — | — |
| Q3 2025 | $10.4M | 326.6K | — | — |
| Q3 2025 | $270K | 10.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B