Back to SCHW-PJ
CoreCap Advisors, LLC → SCHW-PJ
CoreCap Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
115
Latest value
$230K
Q3 2026
Peak value
$59.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $426K |
| Q3 2025 | $1.4M |
| Q3 2025 | $11.7M |
| Q3 2025 | $8.6M |
| Q3 2025 | $203K |
| Q3 2025 | $129K |
| Q3 2025 | $41.3M |
| Q3 2025 | $31K |
| Q3 2025 | $71K |
| Q3 2025 | $2M |
| Q3 2025 | $39K |
| Q3 2025 | $203K |
| Q3 2025 | $578K |
| Q3 2025 | $793K |
| Q3 2025 | $1.1M |
| Q3 2025 | $6.6M |
| Q3 2025 | $1.7M |
| Q3 2025 | $99K |
| Q3 2025 | $4.7M |
| Q3 2025 | $1.2M |
| Q3 2025 | $29K |
| Q3 2025 | $373K |
| Q3 2025 | $140K |
| Q4 2025 | $466K |
| Q4 2025 | $1.4M |
| Q4 2025 | $12.8M |
| Q4 2025 | $8.8M |
| Q4 2025 | $245K |
| Q4 2025 | $171K |
| Q4 2025 | $45.2M |
| Q4 2025 | $24K |
| Q4 2025 | $76K |
| Q4 2025 | $2M |
| Q4 2025 | $39K |
| Q4 2025 | $110K |
| Q4 2025 | $475K |
| Q4 2025 | $258K |
| Q4 2025 | $762K |
| Q4 2025 | $5.8M |
| Q4 2025 | $1.7M |
| Q4 2025 | $110K |
| Q4 2025 | $4.9M |
| Q4 2025 | $767K |
| Q4 2025 | $32K |
| Q4 2025 | $329K |
| Q4 2025 | $107K |
| Q1 2026 | $345K |
| Q1 2026 | $1.4M |
| Q1 2026 | $13.3M |
| Q1 2026 | $7.9M |
| Q1 2026 | $234K |
| Q1 2026 | $197K |
| Q1 2026 | $46.4M |
| Q1 2026 | $19K |
| Q1 2026 | $83K |
| Q1 2026 | $2.4M |
| Q1 2026 | $39K |
| Q1 2026 | $349K |
| Q1 2026 | $724K |
| Q1 2026 | $464K |
| Q1 2026 | $1.1M |
| Q1 2026 | $5.4M |
| Q1 2026 | $2.5M |
| Q1 2026 | $119K |
| Q1 2026 | $5.7M |
| Q1 2026 | $1.2M |
| Q1 2026 | $50K |
| Q1 2026 | $426K |
| Q1 2026 | $165K |
| Q2 2026 | $379K |
| Q2 2026 | $1.7M |
| Q2 2026 | $16M |
| Q2 2026 | $9.2M |
| Q2 2026 | $197K |
| Q2 2026 | $310K |
| Q2 2026 | $59.9M |
| Q2 2026 | $24K |
| Q2 2026 | $81K |
| Q2 2026 | $2.4M |
| Q2 2026 | $39K |
| Q2 2026 | $132K |
| Q2 2026 | $609K |
| Q2 2026 | $373K |
| Q2 2026 | $1M |
| Q2 2026 | $2.8M |
| Q2 2026 | $2.6M |
| Q2 2026 | $117K |
| Q2 2026 | $6.8M |
| Q2 2026 | $786K |
| Q2 2026 | $50K |
| Q2 2026 | $330K |
| Q2 2026 | $101K |
| Q3 2026 | $322K |
| Q3 2026 | $399K |
| Q3 2026 | $14.9M |
| Q3 2026 | $10M |
| Q3 2026 | $177K |
| Q3 2026 | $285K |
| Q3 2026 | $42.9M |
| Q3 2026 | $23K |
| Q3 2026 | $80K |
| Q3 2026 | $2.7M |
| Q3 2026 | $38K |
| Q3 2026 | $418K |
| Q3 2026 | $947K |
| Q3 2026 | $527K |
| Q3 2026 | $1.6M |
| Q3 2026 | $3.3M |
| Q3 2026 | $2.9M |
| Q3 2026 | $110K |
| Q3 2026 | $5.5M |
| Q3 2026 | $862K |
| Q3 2026 | $50K |
| Q3 2026 | $402K |
| Q3 2026 | $230K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $230K | 4.6K | — | — |
| Q3 2026 | $402K | 16.0K | — | — |
| Q3 2026 | $50K | 2.1K | — | — |
| Q3 2026 | $862K | 36.4K | — | — |
| Q3 2026 | $5.5M | 251.8K | — | — |
| Q3 2026 | $110K | 5.0K | — | — |
| Q3 2026 | $2.9M | 104.0K | — | — |
| Q3 2026 | $3.3M | 100.2K | — | — |
| Q3 2026 | $1.6M | 49.3K | — | — |
| Q3 2026 | $527K | 15.1K | — | — |
| Q3 2026 | $947K | 17.6K | — | — |
| Q3 2026 | $418K | 10.0K | — | — |
| Q3 2026 | $38K | 1.6K | — | — |
| Q3 2026 | $2.7M | 74.4K | — | — |
| Q3 2026 | $80K | 2.6K | — | — |
| Q3 2026 | $23K | 347 | — | — |
| Q3 2026 | $42.9M | 1.31M | — | — |
| Q3 2026 | $285K | 8.4K | — | — |
| Q3 2026 | $177K | 5.3K | — | — |
| Q3 2026 | $10M | 278.1K | — | — |
| Q3 2026 | $14.9M | 496.8K | — | — |
| Q3 2026 | $399K | 13.6K | — | — |
| Q3 2026 | $322K | 3.3K | — | — |
| Q2 2026 | $101K | 2.1K | — | — |
| Q2 2026 | $330K | 12.5K | — | — |
| Q2 2026 | $50K | 2.1K | — | — |
| Q2 2026 | $786K | 31.9K | — | — |
| Q2 2026 | $6.8M | 285.2K | — | — |
| Q2 2026 | $117K | 5.0K | — | — |
| Q2 2026 | $2.6M | 94.5K | — | — |
| Q2 2026 | $2.8M | 87.7K | — | — |
| Q2 2026 | $1M | 32.4K | — | — |
| Q2 2026 | $373K | 9.8K | — | — |
| Q2 2026 | $609K | 11.5K | — | — |
| Q2 2026 | $132K | 3.3K | — | — |
| Q2 2026 | $39K | 1.6K | — | — |
| Q2 2026 | $2.4M | 67.4K | — | — |
| Q2 2026 | $81K | 2.6K | — | — |
| Q2 2026 | $24K | 347 | — | — |
| Q2 2026 | $59.9M | 1.66M | — | — |
| Q2 2026 | $310K | 8.4K | — | — |
| Q2 2026 | $197K | 5.7K | — | — |
| Q2 2026 | $9.2M | 271.4K | — | — |
| Q2 2026 | $16M | 542.5K | — | — |
| Q2 2026 | $1.7M | 57.1K | — | — |
| Q2 2026 | $379K | 4.1K | — | — |
| Q1 2026 | $165K | 3.5K | — | — |
| Q1 2026 | $426K | 16.0K | — | — |
| Q1 2026 | $50K | 2.1K | — | — |
| Q1 2026 | $1.2M | 48.8K | — | — |
| Q1 2026 | $5.7M | 264.8K | — | — |
| Q1 2026 | $119K | 5.1K | — | — |
| Q1 2026 | $2.5M | 101.9K | — | — |
| Q1 2026 | $5.4M | 174.5K | — | — |
| Q1 2026 | $1.1M | 39.0K | — | — |
| Q1 2026 | $464K | 14.3K | — | — |
| Q1 2026 | $724K | 14.8K | — | — |
| Q1 2026 | $349K | 9.1K | — | — |
| Q1 2026 | $39K | 1.6K | — | — |
| Q1 2026 | $2.4M | 72.7K | — | — |
| Q1 2026 | $83K | 2.6K | — | — |
| Q1 2026 | $19K | 369 | — | — |
| Q1 2026 | $46.4M | 1.59M | — | — |
| Q1 2026 | $197K | 6.4K | — | — |
| Q1 2026 | $234K | 7.7K | — | — |
| Q1 2026 | $7.9M | 271.1K | — | — |
| Q1 2026 | $13.3M | 518.2K | — | — |
| Q1 2026 | $1.4M | 55.4K | — | — |
| Q1 2026 | $345K | 3.7K | — | — |
| Q4 2025 | $107K | 2.3K | — | — |
| Q4 2025 | $329K | 12.4K | — | — |
| Q4 2025 | $32K | 1.3K | — | — |
| Q4 2025 | $767K | 30.6K | — | — |
| Q4 2025 | $4.9M | 234.3K | — | — |
| Q4 2025 | $110K | 4.7K | — | — |
| Q4 2025 | $1.7M | 69.9K | — | — |
| Q4 2025 | $5.8M | 212.4K | — | — |
| Q4 2025 | $762K | 28.0K | — | — |
| Q4 2025 | $258K | 8.2K | — | — |
| Q4 2025 | $475K | 10.5K | — | — |
| Q4 2025 | $110K | 3.0K | — | — |
| Q4 2025 | $39K | 1.6K | — | — |
| Q4 2025 | $2M | 59.6K | — | — |
| Q4 2025 | $76K | 2.6K | — | — |
| Q4 2025 | $24K | 404 | — | — |
| Q4 2025 | $45.2M | 1.59M | — | — |
| Q4 2025 | $171K | 5.7K | — | — |
| Q4 2025 | $245K | 8.3K | — | — |
| Q4 2025 | $8.8M | 269.4K | — | — |
| Q4 2025 | $12.8M | 474.8K | — | — |
| Q4 2025 | $1.4M | 54.3K | — | — |
| Q4 2025 | $466K | 4.7K | — | — |
| Q3 2025 | $140K | 3.1K | — | — |
| Q3 2025 | $373K | 13.9K | — | — |
| Q3 2025 | $29K | 1.2K | — | — |
| Q3 2025 | $1.2M | 46.2K | — | — |
| Q3 2025 | $4.7M | 217.3K | — | — |
| Q3 2025 | $99K | 4.2K | — | — |
| Q3 2025 | $1.7M | 72.3K | — | — |
| Q3 2025 | $6.6M | 243.1K | — | — |
| Q3 2025 | $1.1M | 41.2K | — | — |
| Q3 2025 | $793K | 25.4K | — | — |
| Q3 2025 | $578K | 13.5K | — | — |
| Q3 2025 | $203K | 5.6K | — | — |
| Q3 2025 | $39K | 1.6K | — | — |
| Q3 2025 | $2M | 58.5K | — | — |
| Q3 2025 | $71K | 2.6K | — | — |
| Q3 2025 | $31K | 389 | — | — |
| Q3 2025 | $41.3M | 1.48M | — | — |
| Q3 2025 | $129K | 4.4K | — | — |
| Q3 2025 | $203K | 7.0K | — | — |
| Q3 2025 | $8.6M | 269.5K | — | — |
| Q3 2025 | $11.7M | 445.7K | — | — |
| Q3 2025 | $1.4M | 55.2K | — | — |
| Q3 2025 | $426K | 4.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
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STT-PG
$177.2MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
STT-PG
$159.1MSPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$156.6MVANGUARD TOTAL STOCK MARKET ETF
STT-PG
$156.5MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$149MVANGUARD TOTAL STOCK MARKET ETF