Back to SCHW-PJ
COLUMBIA ADVISORY PARTNERS LLC → SCHW-PJ
COLUMBIA ADVISORY PARTNERS LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$2.6M
Q3 2026
Peak value
$9.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $601K |
| Q3 2025 | $342K |
| Q3 2025 | $341K |
| Q3 2025 | $9.8M |
| Q4 2025 | $565K |
| Q4 2025 | $338K |
| Q4 2025 | $7.6M |
| Q1 2026 | $951K |
| Q1 2026 | $284K |
| Q1 2026 | $2.6M |
| Q2 2026 | $1.3M |
| Q2 2026 | $256K |
| Q2 2026 | $406K |
| Q2 2026 | $2.6M |
| Q3 2026 | $1.3M |
| Q3 2026 | $222K |
| Q3 2026 | $393K |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 80.1K | — | — |
| Q3 2026 | $393K | 12.1K | — | — |
| Q3 2026 | $222K | 6.7K | — | — |
| Q3 2026 | $1.3M | 37.4K | — | — |
| Q2 2026 | $2.6M | 83.3K | — | — |
| Q2 2026 | $406K | 11.2K | — | — |
| Q2 2026 | $256K | 7.4K | — | — |
| Q2 2026 | $1.3M | 37.1K | — | — |
| Q1 2026 | $2.6M | 83.5K | — | — |
| Q1 2026 | $284K | 9.3K | — | — |
| Q1 2026 | $951K | 32.6K | — | — |
| Q4 2025 | $7.6M | 277.4K | — | — |
| Q4 2025 | $338K | 11.4K | — | — |
| Q4 2025 | $565K | 17.3K | — | — |
| Q3 2025 | $9.8M | 358.1K | — | — |
| Q3 2025 | $341K | 12.2K | — | — |
| Q3 2025 | $342K | 11.8K | — | — |
| Q3 2025 | $601K | 18.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B