Back to SCHW-PJ
Emerald Advisors, LLC → SCHW-PJ
Emerald Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$4.1M
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q3 2025 | $1.3M |
| Q3 2025 | $3.8M |
| Q4 2025 | $2M |
| Q4 2025 | $1.3M |
| Q4 2025 | $4.1M |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.3M |
| Q1 2026 | $4.8M |
| Q2 2026 | $2M |
| Q2 2026 | $1.4M |
| Q2 2026 | $4.9M |
| Q2 2026 | $208K |
| Q3 2026 | $1.8M |
| Q3 2026 | $1.4M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 126.6K | — | — |
| Q3 2026 | $1.4M | 37.8K | — | — |
| Q3 2026 | $1.8M | 55.2K | — | — |
| Q2 2026 | $208K | 9.0K | — | — |
| Q2 2026 | $4.9M | 153.5K | — | — |
| Q2 2026 | $1.4M | 38.0K | — | — |
| Q2 2026 | $2M | 57.3K | — | — |
| Q1 2026 | $4.8M | 157.6K | — | — |
| Q1 2026 | $1.3M | 38.4K | — | — |
| Q1 2026 | $1.8M | 58.1K | — | — |
| Q4 2025 | $4.1M | 149.6K | — | — |
| Q4 2025 | $1.3M | 38.6K | — | — |
| Q4 2025 | $2M | 67.1K | — | — |
| Q3 2025 | $3.8M | 137.4K | — | — |
| Q3 2025 | $1.3M | 40.0K | — | — |
| Q3 2025 | $2M | 67.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B