Back to SCHW-PJ
Clear Point Advisors Inc. → SCHW-PJ
Clear Point Advisors Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
30
Latest value
$236K
Q3 2026
Peak value
$12.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.7M |
| Q4 2025 | $2.1M |
| Q4 2025 | $11.9M |
| Q4 2025 | $856K |
| Q4 2025 | $917K |
| Q4 2025 | $973K |
| Q4 2025 | $337K |
| Q1 2026 | $4.5M |
| Q1 2026 | $2M |
| Q1 2026 | $10.6M |
| Q1 2026 | $981K |
| Q1 2026 | $939K |
| Q1 2026 | $981K |
| Q1 2026 | $419K |
| Q2 2026 | $5.2M |
| Q2 2026 | $2.3M |
| Q2 2026 | $12.3M |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $681K |
| Q2 2026 | $237K |
| Q3 2026 | $5.2M |
| Q3 2026 | $2.4M |
| Q3 2026 | $12.9M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.1M |
| Q3 2026 | $236K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $236K | 8.6K | — | — |
| Q3 2026 | $1.1M | 33.3K | — | — |
| Q3 2026 | $1.2M | 36.6K | — | — |
| Q3 2026 | $1.2M | 35.7K | — | — |
| Q3 2026 | $1.2M | 35.3K | — | — |
| Q3 2026 | $12.9M | 358.8K | — | — |
| Q3 2026 | $2.4M | 78.6K | — | — |
| Q3 2026 | $5.2M | 178.5K | — | — |
| Q2 2026 | $237K | 8.6K | — | — |
| Q2 2026 | $681K | 21.5K | — | — |
| Q2 2026 | $1.1M | 35.3K | — | — |
| Q2 2026 | $1.2M | 32.5K | — | — |
| Q2 2026 | $1.3M | 34.4K | — | — |
| Q2 2026 | $12.3M | 362.9K | — | — |
| Q2 2026 | $2.3M | 78.6K | — | — |
| Q2 2026 | $5.2M | 178.4K | — | — |
| Q1 2026 | $419K | 13.7K | — | — |
| Q1 2026 | $981K | 35.2K | — | — |
| Q1 2026 | $939K | 32.3K | — | — |
| Q1 2026 | $981K | 31.7K | — | — |
| Q1 2026 | $10.6M | 364.6K | — | — |
| Q1 2026 | $2M | 78.7K | — | — |
| Q1 2026 | $4.5M | 179.1K | — | — |
| Q4 2025 | $337K | 12.3K | — | — |
| Q4 2025 | $973K | 35.8K | — | — |
| Q4 2025 | $917K | 32.2K | — | — |
| Q4 2025 | $856K | 28.5K | — | — |
| Q4 2025 | $11.9M | 365.2K | — | — |
| Q4 2025 | $2.1M | 79.6K | — | — |
| Q4 2025 | $4.7M | 179.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B