Back to SCHW-PJ
Evergreen Advisors, LLC → SCHW-PJ
Evergreen Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$67M
Q3 2026
Peak value
$182.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $161.8M |
| Q4 2025 | $41.6M |
| Q4 2025 | $58.9M |
| Q1 2026 | $56K |
| Q1 2026 | $157.6M |
| Q1 2026 | $45K |
| Q1 2026 | $21K |
| Q1 2026 | $698K |
| Q1 2026 | $29K |
| Q1 2026 | $10K |
| Q1 2026 | $47.6M |
| Q1 2026 | $61.2M |
| Q2 2026 | $182.5M |
| Q2 2026 | $2.3M |
| Q2 2026 | $49.7M |
| Q2 2026 | $68.7M |
| Q3 2026 | $182.9M |
| Q3 2026 | $6.6M |
| Q3 2026 | $51M |
| Q3 2026 | $67M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $67M | 2.44M | — | — |
| Q3 2026 | $51M | 1.57M | — | — |
| Q3 2026 | $6.6M | 197.9K | — | — |
| Q3 2026 | $182.9M | 6.24M | — | — |
| Q2 2026 | $68.7M | 2.48M | — | — |
| Q2 2026 | $49.7M | 1.57M | — | — |
| Q2 2026 | $2.3M | 65.8K | — | — |
| Q2 2026 | $182.5M | 6.30M | — | — |
| Q1 2026 | $61.2M | 2.47M | — | — |
| Q1 2026 | $47.6M | 1.55M | — | — |
| Q1 2026 | $10K | 361 | — | — |
| Q1 2026 | $29K | 922 | — | — |
| Q1 2026 | $698K | 22.9K | — | — |
| Q1 2026 | $21K | 725 | — | — |
| Q1 2026 | $45K | 1.8K | — | — |
| Q1 2026 | $157.6M | 6.28M | — | — |
| Q1 2026 | $56K | 599 | — | — |
| Q4 2025 | $58.9M | 2.45M | — | — |
| Q4 2025 | $41.6M | 1.52M | — | — |
| Q4 2025 | $161.8M | 6.17M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B