Back to SCHW-PJ
Fiduciary Alliance LLC → SCHW-PJ
Fiduciary Alliance LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
49
Latest value
$12.4M
Q3 2026
Peak value
$21.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $620K |
| Q4 2025 | $484K |
| Q4 2025 | $698K |
| Q4 2025 | $21.9M |
| Q4 2025 | $9.9M |
| Q4 2025 | $653K |
| Q4 2025 | $4.5M |
| Q4 2025 | $9M |
| Q4 2025 | $4M |
| Q4 2025 | $11.2M |
| Q4 2025 | $215K |
| Q1 2026 | $1.2M |
| Q1 2026 | $426K |
| Q1 2026 | $705K |
| Q1 2026 | $19.2M |
| Q1 2026 | $10.4M |
| Q1 2026 | $805K |
| Q1 2026 | $5.5M |
| Q1 2026 | $646K |
| Q1 2026 | $11.8M |
| Q1 2026 | $1M |
| Q1 2026 | $4.6M |
| Q1 2026 | $12.6M |
| Q1 2026 | $205K |
| Q2 2026 | $1.2M |
| Q2 2026 | $444K |
| Q2 2026 | $691K |
| Q2 2026 | $16M |
| Q2 2026 | $11.3M |
| Q2 2026 | $734K |
| Q2 2026 | $5.8M |
| Q2 2026 | $553K |
| Q2 2026 | $10M |
| Q2 2026 | $1.2M |
| Q2 2026 | $4.7M |
| Q2 2026 | $12.6M |
| Q2 2026 | $201K |
| Q3 2026 | $1.1M |
| Q3 2026 | $590K |
| Q3 2026 | $689K |
| Q3 2026 | $16.9M |
| Q3 2026 | $10.8M |
| Q3 2026 | $464K |
| Q3 2026 | $5.3M |
| Q3 2026 | $508K |
| Q3 2026 | $7.1M |
| Q3 2026 | $1.2M |
| Q3 2026 | $4.5M |
| Q3 2026 | $12.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.4M | 522.6K | — | — |
| Q3 2026 | $4.5M | 204.3K | — | — |
| Q3 2026 | $1.2M | 42.5K | — | — |
| Q3 2026 | $7.1M | 217.4K | — | — |
| Q3 2026 | $508K | 13.9K | — | — |
| Q3 2026 | $5.3M | 168.9K | — | — |
| Q3 2026 | $464K | 14.2K | — | — |
| Q3 2026 | $10.8M | 324.3K | — | — |
| Q3 2026 | $16.9M | 469.0K | — | — |
| Q3 2026 | $689K | 23.0K | — | — |
| Q3 2026 | $590K | 20.1K | — | — |
| Q3 2026 | $1.1M | 11.4K | — | — |
| Q2 2026 | $201K | 8.3K | — | — |
| Q2 2026 | $12.6M | 510.5K | — | — |
| Q2 2026 | $4.7M | 200.3K | — | — |
| Q2 2026 | $1.2M | 42.0K | — | — |
| Q2 2026 | $10M | 316.6K | — | — |
| Q2 2026 | $553K | 15.3K | — | — |
| Q2 2026 | $5.8M | 182.0K | — | — |
| Q2 2026 | $734K | 20.3K | — | — |
| Q2 2026 | $11.3M | 324.5K | — | — |
| Q2 2026 | $16M | 473.2K | — | — |
| Q2 2026 | $691K | 23.5K | — | — |
| Q2 2026 | $444K | 15.3K | — | — |
| Q2 2026 | $1.2M | 12.6K | — | — |
| Q1 2026 | $205K | 8.5K | — | — |
| Q1 2026 | $12.6M | 505.4K | — | — |
| Q1 2026 | $4.6M | 202.3K | — | — |
| Q1 2026 | $1M | 38.6K | — | — |
| Q1 2026 | $11.8M | 386.2K | — | — |
| Q1 2026 | $646K | 18.3K | — | — |
| Q1 2026 | $5.5M | 167.9K | — | — |
| Q1 2026 | $805K | 25.6K | — | — |
| Q1 2026 | $10.4M | 329.0K | — | — |
| Q1 2026 | $19.2M | 598.6K | — | — |
| Q1 2026 | $705K | 25.6K | — | — |
| Q1 2026 | $426K | 15.8K | — | — |
| Q1 2026 | $1.2M | 12.0K | — | — |
| Q4 2025 | $215K | 8.8K | — | — |
| Q4 2025 | $11.2M | 446.8K | — | — |
| Q4 2025 | $4M | 193.5K | — | — |
| Q4 2025 | $9M | 327.2K | — | — |
| Q4 2025 | $4.5M | 149.5K | — | — |
| Q4 2025 | $653K | 22.9K | — | — |
| Q4 2025 | $9.9M | 334.9K | — | — |
| Q4 2025 | $21.9M | 672.5K | — | — |
| Q4 2025 | $698K | 25.9K | — | — |
| Q4 2025 | $484K | 18.4K | — | — |
| Q4 2025 | $620K | 6.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B