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COMMONWEALTH EQUITY SERVICES, LLC → SCHW-PJ
COMMONWEALTH EQUITY SERVICES, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
92
Latest value
$1.8M
Q3 2026
Peak value
$337.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $14M |
| Q4 2025 | $28.4M |
| Q4 2025 | $18.3M |
| Q4 2025 | $40.8M |
| Q4 2025 | $125.9M |
| Q4 2025 | $14.4M |
| Q4 2025 | $8.7M |
| Q4 2025 | $11.5M |
| Q4 2025 | $4M |
| Q4 2025 | $16M |
| Q4 2025 | $213K |
| Q4 2025 | $16.3M |
| Q4 2025 | $25.6M |
| Q4 2025 | $4.8M |
| Q4 2025 | $33.1M |
| Q4 2025 | $274.5M |
| Q4 2025 | $47.3M |
| Q4 2025 | $3.5M |
| Q4 2025 | $1.2M |
| Q4 2025 | $9.5M |
| Q4 2025 | $3.6M |
| Q4 2025 | $1.8M |
| Q4 2025 | $3.1M |
| Q1 2026 | $14M |
| Q1 2026 | $25M |
| Q1 2026 | $17M |
| Q1 2026 | $37.4M |
| Q1 2026 | $107.7M |
| Q1 2026 | $14.6M |
| Q1 2026 | $8.3M |
| Q1 2026 | $11.6M |
| Q1 2026 | $5.2M |
| Q1 2026 | $14.2M |
| Q1 2026 | $360K |
| Q1 2026 | $17M |
| Q1 2026 | $28.2M |
| Q1 2026 | $4.9M |
| Q1 2026 | $33.6M |
| Q1 2026 | $289.8M |
| Q1 2026 | $32.5M |
| Q1 2026 | $3.4M |
| Q1 2026 | $1.2M |
| Q1 2026 | $13.3M |
| Q1 2026 | $3.3M |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.9M |
| Q2 2026 | $14.6M |
| Q2 2026 | $21.8M |
| Q2 2026 | $20.8M |
| Q2 2026 | $41.6M |
| Q2 2026 | $122.8M |
| Q2 2026 | $15.8M |
| Q2 2026 | $11.3M |
| Q2 2026 | $13.5M |
| Q2 2026 | $5.9M |
| Q2 2026 | $14.7M |
| Q2 2026 | $386K |
| Q2 2026 | $6.4M |
| Q2 2026 | $29.4M |
| Q2 2026 | $4.3M |
| Q2 2026 | $35.8M |
| Q2 2026 | $304.6M |
| Q2 2026 | $40.2M |
| Q2 2026 | $3.4M |
| Q2 2026 | $1.4M |
| Q2 2026 | $12.5M |
| Q2 2026 | $3.3M |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.7M |
| Q3 2026 | $13.8M |
| Q3 2026 | $22.9M |
| Q3 2026 | $20.7M |
| Q3 2026 | $36.4M |
| Q3 2026 | $145M |
| Q3 2026 | $15.3M |
| Q3 2026 | $8.5M |
| Q3 2026 | $11.3M |
| Q3 2026 | $6.1M |
| Q3 2026 | $13.8M |
| Q3 2026 | $374K |
| Q3 2026 | $6.8M |
| Q3 2026 | $29.5M |
| Q3 2026 | $3.8M |
| Q3 2026 | $35.6M |
| Q3 2026 | $337.5M |
| Q3 2026 | $37.8M |
| Q3 2026 | $3.7M |
| Q3 2026 | $2.3M |
| Q3 2026 | $12.5M |
| Q3 2026 | $3.5M |
| Q3 2026 | $3.3M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 35.2K | — | — |
| Q3 2026 | $3.3M | 131.5K | — | — |
| Q3 2026 | $3.5M | 145.2K | — | — |
| Q3 2026 | $12.5M | 528.4K | — | — |
| Q3 2026 | $2.3M | 104.0K | — | — |
| Q3 2026 | $3.7M | 169.3K | — | — |
| Q3 2026 | $37.8M | 1.37M | — | — |
| Q3 2026 | $337.5M | 10.38M | — | — |
| Q3 2026 | $35.6M | 1.13M | — | — |
| Q3 2026 | $3.8M | 108.7K | — | — |
| Q3 2026 | $29.5M | 548.7K | — | — |
| Q3 2026 | $6.8M | 162.6K | — | — |
| Q3 2026 | $374K | 15.5K | — | — |
| Q3 2026 | $13.8M | 379.0K | — | — |
| Q3 2026 | $6.1M | 195.1K | — | — |
| Q3 2026 | $11.3M | 346.7K | — | — |
| Q3 2026 | $8.5M | 249.9K | — | — |
| Q3 2026 | $15.3M | 459.7K | — | — |
| Q3 2026 | $145M | 4.04M | — | — |
| Q3 2026 | $36.4M | 1.21M | — | — |
| Q3 2026 | $20.7M | 705.3K | — | — |
| Q3 2026 | $22.9M | 234.1K | — | — |
| Q3 2026 | $13.8M | 228.1K | — | — |
| Q2 2026 | $1.7M | 36.1K | — | — |
| Q2 2026 | $1.7M | 65.0K | — | — |
| Q2 2026 | $3.3M | 138.6K | — | — |
| Q2 2026 | $12.5M | 506.2K | — | — |
| Q2 2026 | $1.4M | 60.7K | — | — |
| Q2 2026 | $3.4M | 145.7K | — | — |
| Q2 2026 | $40.2M | 1.45M | — | — |
| Q2 2026 | $304.6M | 9.61M | — | — |
| Q2 2026 | $35.8M | 1.15M | — | — |
| Q2 2026 | $4.3M | 113.2K | — | — |
| Q2 2026 | $29.4M | 556.8K | — | — |
| Q2 2026 | $6.4M | 160.8K | — | — |
| Q2 2026 | $386K | 15.7K | — | — |
| Q2 2026 | $14.7M | 406.3K | — | — |
| Q2 2026 | $5.9M | 185.7K | — | — |
| Q2 2026 | $13.5M | 373.3K | — | — |
| Q2 2026 | $11.3M | 306.2K | — | — |
| Q2 2026 | $15.8M | 455.1K | — | — |
| Q2 2026 | $122.8M | 3.63M | — | — |
| Q2 2026 | $41.6M | 1.41M | — | — |
| Q2 2026 | $20.8M | 717.5K | — | — |
| Q2 2026 | $21.8M | 236.1K | — | — |
| Q2 2026 | $14.6M | 248.6K | — | — |
| Q1 2026 | $1.9M | 41.0K | — | — |
| Q1 2026 | $1.8M | 67.3K | — | — |
| Q1 2026 | $3.3M | 137.2K | — | — |
| Q1 2026 | $13.3M | 535.2K | — | — |
| Q1 2026 | $1.2M | 55.7K | — | — |
| Q1 2026 | $3.4M | 147.1K | — | — |
| Q1 2026 | $32.5M | 1.31M | — | — |
| Q1 2026 | $289.8M | 9.44M | — | — |
| Q1 2026 | $33.6M | 1.21M | — | — |
| Q1 2026 | $4.9M | 151.8K | — | — |
| Q1 2026 | $28.2M | 576.5K | — | — |
| Q1 2026 | $17M | 445.6K | — | — |
| Q1 2026 | $360K | 14.6K | — | — |
| Q1 2026 | $14.2M | 432.4K | — | — |
| Q1 2026 | $5.2M | 163.6K | — | — |
| Q1 2026 | $11.6M | 399.2K | — | — |
| Q1 2026 | $8.3M | 268.0K | — | — |
| Q1 2026 | $14.6M | 478.9K | — | — |
| Q1 2026 | $107.7M | 3.70M | — | — |
| Q1 2026 | $37.4M | 1.46M | — | — |
| Q1 2026 | $17M | 678.9K | — | — |
| Q1 2026 | $25M | 265.8K | — | — |
| Q1 2026 | $14M | 262.3K | — | — |
| Q4 2025 | $3.1M | 67.3K | — | — |
| Q4 2025 | $1.8M | 67.0K | — | — |
| Q4 2025 | $3.6M | 147.3K | — | — |
| Q4 2025 | $9.5M | 379.2K | — | — |
| Q4 2025 | $1.2M | 55.4K | — | — |
| Q4 2025 | $3.5M | 151.9K | — | — |
| Q4 2025 | $47.3M | 1.97M | — | — |
| Q4 2025 | $274.5M | 10.01M | — | — |
| Q4 2025 | $33.1M | 1.21M | — | — |
| Q4 2025 | $4.8M | 152.4K | — | — |
| Q4 2025 | $25.6M | 566.9K | — | — |
| Q4 2025 | $16.3M | 450.7K | — | — |
| Q4 2025 | $213K | 8.6K | — | — |
| Q4 2025 | $16M | 487.5K | — | — |
| Q4 2025 | $4M | 133.4K | — | — |
| Q4 2025 | $11.5M | 402.6K | — | — |
| Q4 2025 | $8.7M | 290.1K | — | — |
| Q4 2025 | $14.4M | 485.3K | — | — |
| Q4 2025 | $125.9M | 3.86M | — | — |
| Q4 2025 | $40.8M | 1.51M | — | — |
| Q4 2025 | $18.3M | 696.3K | — | — |
| Q4 2025 | $28.4M | 284.6K | — | — |
| Q4 2025 | $14M | 254.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B