Back to SCHW-PJ
FC Advisory LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
35
Latest value
$8.8M
Q3 2026
Peak value
$9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $366K |
| Q3 2025 | $3.5M |
| Q3 2025 | $743K |
| Q3 2025 | $567K |
| Q3 2025 | $2M |
| Q3 2025 | $379K |
| Q3 2025 | $8.4M |
| Q4 2025 | $356K |
| Q4 2025 | $3.5M |
| Q4 2025 | $714K |
| Q4 2025 | $509K |
| Q4 2025 | $1.9M |
| Q4 2025 | $382K |
| Q4 2025 | $8.6M |
| Q1 2026 | $343K |
| Q1 2026 | $3.1M |
| Q1 2026 | $719K |
| Q1 2026 | $578K |
| Q1 2026 | $2.2M |
| Q1 2026 | $381K |
| Q1 2026 | $8.8M |
| Q2 2026 | $400K |
| Q2 2026 | $3.7M |
| Q2 2026 | $767K |
| Q2 2026 | $599K |
| Q2 2026 | $2.3M |
| Q2 2026 | $380K |
| Q2 2026 | $9M |
| Q3 2026 | $410K |
| Q3 2026 | $3.9M |
| Q3 2026 | $800K |
| Q3 2026 | $626K |
| Q3 2026 | $2M |
| Q3 2026 | $221K |
| Q3 2026 | $8.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.8M | 348.5K | — | — |
| Q3 2026 | $221K | 9.3K | — | — |
| Q3 2026 | $2M | 89.0K | — | — |
| Q3 2026 | $626K | 19.2K | — | — |
| Q3 2026 | $800K | 22.0K | — | — |
| Q3 2026 | $3.9M | 107.4K | — | — |
| Q3 2026 | $410K | 13.7K | — | — |
| Q2 2026 | $9M | 339.9K | — | — |
| Q2 2026 | $380K | 15.4K | — | — |
| Q2 2026 | $2.3M | 97.2K | — | — |
| Q2 2026 | $599K | 18.9K | — | — |
| Q2 2026 | $767K | 21.1K | — | — |
| Q2 2026 | $3.7M | 108.4K | — | — |
| Q2 2026 | $400K | 13.6K | — | — |
| Q1 2026 | $8.8M | 330.9K | — | — |
| Q1 2026 | $381K | 15.3K | — | — |
| Q1 2026 | $2.2M | 101.1K | — | — |
| Q1 2026 | $578K | 18.9K | — | — |
| Q1 2026 | $719K | 21.8K | — | — |
| Q1 2026 | $3.1M | 105.8K | — | — |
| Q1 2026 | $343K | 13.4K | — | — |
| Q4 2025 | $8.6M | 323.3K | — | — |
| Q4 2025 | $382K | 15.2K | — | — |
| Q4 2025 | $1.9M | 93.2K | — | — |
| Q4 2025 | $509K | 18.5K | — | — |
| Q4 2025 | $714K | 21.8K | — | — |
| Q4 2025 | $3.5M | 107.4K | — | — |
| Q4 2025 | $356K | 13.2K | — | — |
| Q3 2025 | $8.4M | 312.2K | — | — |
| Q3 2025 | $379K | 15.1K | — | — |
| Q3 2025 | $2M | 93.1K | — | — |
| Q3 2025 | $567K | 20.8K | — | — |
| Q3 2025 | $743K | 22.3K | — | — |
| Q3 2025 | $3.5M | 110.0K | — | — |
| Q3 2025 | $366K | 13.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B