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Chicago Partners Investment Group LLC → SCHW-PJ
Chicago Partners Investment Group LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
84
Latest value
$900K
Q3 2026
Peak value
$60.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q3 2025 | $25.2M |
| Q3 2025 | $44.3M |
| Q3 2025 | $11.5M |
| Q3 2025 | $951K |
| Q3 2025 | $25.7M |
| Q3 2025 | $19.8M |
| Q3 2025 | $1.1M |
| Q3 2025 | $217K |
| Q3 2025 | $370K |
| Q3 2025 | $628K |
| Q3 2025 | $1.6M |
| Q3 2025 | $6.5M |
| Q3 2025 | $10.9M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.1M |
| Q3 2025 | $237K |
| Q3 2025 | $407K |
| Q4 2025 | $3M |
| Q4 2025 | $25.7M |
| Q4 2025 | $47.2M |
| Q4 2025 | $11.6M |
| Q4 2025 | $1.3M |
| Q4 2025 | $30.5M |
| Q4 2025 | $23.3M |
| Q4 2025 | $409K |
| Q4 2025 | $1.1M |
| Q4 2025 | $337K |
| Q4 2025 | $580K |
| Q4 2025 | $1.5M |
| Q4 2025 | $7M |
| Q4 2025 | $12.2M |
| Q4 2025 | $1.4M |
| Q4 2025 | $990K |
| Q4 2025 | $576K |
| Q1 2026 | $3.1M |
| Q1 2026 | $26.6M |
| Q1 2026 | $51.5M |
| Q1 2026 | $12.6M |
| Q1 2026 | $1.4M |
| Q1 2026 | $34.3M |
| Q1 2026 | $26.5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $377K |
| Q1 2026 | $609K |
| Q1 2026 | $1.6M |
| Q1 2026 | $7.4M |
| Q1 2026 | $14.1M |
| Q1 2026 | $1.5M |
| Q1 2026 | $1M |
| Q1 2026 | $220K |
| Q1 2026 | $575K |
| Q2 2026 | $3.8M |
| Q2 2026 | $31.7M |
| Q2 2026 | $56M |
| Q2 2026 | $14.9M |
| Q2 2026 | $1.9M |
| Q2 2026 | $38.6M |
| Q2 2026 | $29.5M |
| Q2 2026 | $1.2M |
| Q2 2026 | $247K |
| Q2 2026 | $493K |
| Q2 2026 | $690K |
| Q2 2026 | $1.9M |
| Q2 2026 | $8.2M |
| Q2 2026 | $15.9M |
| Q2 2026 | $935K |
| Q2 2026 | $1.1M |
| Q3 2026 | $3.1M |
| Q3 2026 | $34.5M |
| Q3 2026 | $60.6M |
| Q3 2026 | $16.2M |
| Q3 2026 | $2.7M |
| Q3 2026 | $41.2M |
| Q3 2026 | $30.3M |
| Q3 2026 | $1.4M |
| Q3 2026 | $292K |
| Q3 2026 | $597K |
| Q3 2026 | $630K |
| Q3 2026 | $2M |
| Q3 2026 | $9.4M |
| Q3 2026 | $17.7M |
| Q3 2026 | $793K |
| Q3 2026 | $900K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $900K | 39.5K | — | — |
| Q3 2026 | $793K | 35.4K | — | — |
| Q3 2026 | $17.7M | 659.7K | — | — |
| Q3 2026 | $9.4M | 267.5K | — | — |
| Q3 2026 | $2M | 60.0K | — | — |
| Q3 2026 | $630K | 17.7K | — | — |
| Q3 2026 | $597K | 11.1K | — | — |
| Q3 2026 | $292K | 7.0K | — | — |
| Q3 2026 | $1.4M | 40.5K | — | — |
| Q3 2026 | $30.3M | 930.9K | — | — |
| Q3 2026 | $41.2M | 1.19M | — | — |
| Q3 2026 | $2.7M | 79.0K | — | — |
| Q3 2026 | $16.2M | 466.3K | — | — |
| Q3 2026 | $60.6M | 2.03M | — | — |
| Q3 2026 | $34.5M | 1.18M | — | — |
| Q3 2026 | $3.1M | 34.3K | — | — |
| Q2 2026 | $1.1M | 44.6K | — | — |
| Q2 2026 | $935K | 41.1K | — | — |
| Q2 2026 | $15.9M | 587.0K | — | — |
| Q2 2026 | $8.2M | 249.0K | — | — |
| Q2 2026 | $1.9M | 61.6K | — | — |
| Q2 2026 | $690K | 18.5K | — | — |
| Q2 2026 | $493K | 9.3K | — | — |
| Q2 2026 | $247K | 6.1K | — | — |
| Q2 2026 | $1.2M | 34.3K | — | — |
| Q2 2026 | $29.5M | 860.5K | — | — |
| Q2 2026 | $38.6M | 1.10M | — | — |
| Q2 2026 | $1.9M | 56.7K | — | — |
| Q2 2026 | $14.9M | 447.1K | — | — |
| Q2 2026 | $56M | 1.93M | — | — |
| Q2 2026 | $31.7M | 1.11M | — | — |
| Q2 2026 | $3.8M | 37.4K | — | — |
| Q1 2026 | $575K | 23.7K | — | — |
| Q1 2026 | $220K | 8.8K | — | — |
| Q1 2026 | $1M | 44.2K | — | — |
| Q1 2026 | $1.5M | 63.2K | — | — |
| Q1 2026 | $14.1M | 535.9K | — | — |
| Q1 2026 | $7.4M | 239.0K | — | — |
| Q1 2026 | $1.6M | 54.2K | — | — |
| Q1 2026 | $609K | 17.2K | — | — |
| Q1 2026 | $377K | 7.4K | — | — |
| Q1 2026 | $1.2M | 32.6K | — | — |
| Q1 2026 | $26.5M | 821.2K | — | — |
| Q1 2026 | $34.3M | 1.02M | — | — |
| Q1 2026 | $1.4M | 44.2K | — | — |
| Q1 2026 | $12.6M | 383.5K | — | — |
| Q1 2026 | $51.5M | 1.84M | — | — |
| Q1 2026 | $26.6M | 969.3K | — | — |
| Q1 2026 | $3.1M | 34.3K | — | — |
| Q4 2025 | $576K | 23.6K | — | — |
| Q4 2025 | $990K | 46.4K | — | — |
| Q4 2025 | $1.4M | 61.4K | — | — |
| Q4 2025 | $12.2M | 481.1K | — | — |
| Q4 2025 | $7M | 239.9K | — | — |
| Q4 2025 | $1.5M | 54.3K | — | — |
| Q4 2025 | $580K | 17.2K | — | — |
| Q4 2025 | $337K | 7.0K | — | — |
| Q4 2025 | $1.1M | 32.4K | — | — |
| Q4 2025 | $409K | 13.3K | — | — |
| Q4 2025 | $23.3M | 764.3K | — | — |
| Q4 2025 | $30.5M | 951.9K | — | — |
| Q4 2025 | $1.3M | 43.8K | — | — |
| Q4 2025 | $11.6M | 358.9K | — | — |
| Q4 2025 | $47.2M | 1.74M | — | — |
| Q4 2025 | $25.7M | 966.4K | — | — |
| Q4 2025 | $3M | 29.4K | — | — |
| Q3 2025 | $407K | 16.6K | — | — |
| Q3 2025 | $237K | 9.4K | — | — |
| Q3 2025 | $1.1M | 52.8K | — | — |
| Q3 2025 | $1.1M | 45.3K | — | — |
| Q3 2025 | $10.9M | 453.3K | — | — |
| Q3 2025 | $6.5M | 239.5K | — | — |
| Q3 2025 | $1.6M | 58.2K | — | — |
| Q3 2025 | $628K | 20.1K | — | — |
| Q3 2025 | $370K | 8.3K | — | — |
| Q3 2025 | $217K | 5.8K | — | — |
| Q3 2025 | $1.1M | 30.9K | — | — |
| Q3 2025 | $19.8M | 693.5K | — | — |
| Q3 2025 | $25.7M | 858.8K | — | — |
| Q3 2025 | $951K | 32.5K | — | — |
| Q3 2025 | $11.5M | 344.3K | — | — |
| Q3 2025 | $44.3M | 1.63M | — | — |
| Q3 2025 | $25.2M | 951.9K | — | — |
| Q3 2025 | $2.8M | 30.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B