Back to SCHW-PJ
CPC Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$2.1M
Q3 2026
Peak value
$25.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $326K |
| Q3 2025 | $459K |
| Q3 2025 | $968K |
| Q3 2025 | $22.2M |
| Q3 2025 | $2.2M |
| Q4 2025 | $333K |
| Q4 2025 | $480K |
| Q4 2025 | $1M |
| Q4 2025 | $23M |
| Q4 2025 | $2.1M |
| Q1 2026 | $317K |
| Q1 2026 | $429K |
| Q1 2026 | $1.1M |
| Q1 2026 | $23.3M |
| Q1 2026 | $2.3M |
| Q2 2026 | $364K |
| Q2 2026 | $498K |
| Q2 2026 | $1M |
| Q2 2026 | $25.8M |
| Q2 2026 | $2.1M |
| Q3 2026 | $371K |
| Q3 2026 | $475K |
| Q3 2026 | $1M |
| Q3 2026 | $25.8M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 65.0K | — | — |
| Q3 2026 | $25.8M | 818.3K | — | — |
| Q3 2026 | $1M | 19.1K | — | — |
| Q3 2026 | $475K | 13.2K | — | — |
| Q3 2026 | $371K | 12.4K | — | — |
| Q2 2026 | $2.1M | 65.9K | — | — |
| Q2 2026 | $25.8M | 829.0K | — | — |
| Q2 2026 | $1M | 19.4K | — | — |
| Q2 2026 | $498K | 14.7K | — | — |
| Q2 2026 | $364K | 12.4K | — | — |
| Q1 2026 | $2.3M | 74.9K | — | — |
| Q1 2026 | $23.3M | 837.4K | — | — |
| Q1 2026 | $1.1M | 21.6K | — | — |
| Q1 2026 | $429K | 14.7K | — | — |
| Q1 2026 | $317K | 12.4K | — | — |
| Q4 2025 | $2.1M | 76.4K | — | — |
| Q4 2025 | $23M | 846.9K | — | — |
| Q4 2025 | $1M | 22.2K | — | — |
| Q4 2025 | $480K | 14.7K | — | — |
| Q4 2025 | $333K | 12.4K | — | — |
| Q3 2025 | $2.2M | 78.8K | — | — |
| Q3 2025 | $22.2M | 844.7K | — | — |
| Q3 2025 | $968K | 22.5K | — | — |
| Q3 2025 | $459K | 14.4K | — | — |
| Q3 2025 | $326K | 12.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B