Back to SCHW-PJ
Foster Victor Wealth Advisors, LLC → SCHW-PJ
Foster Victor Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
33
Latest value
$901K
Q3 2026
Peak value
$44.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $827K |
| Q4 2025 | $34.1M |
| Q4 2025 | $7.5M |
| Q4 2025 | $4.1M |
| Q4 2025 | $10.3M |
| Q4 2025 | $1.3M |
| Q1 2026 | $817K |
| Q1 2026 | $35.1M |
| Q1 2026 | $3.2M |
| Q1 2026 | $3.9M |
| Q1 2026 | $4.2M |
| Q1 2026 | $1.3M |
| Q1 2026 | $201K |
| Q1 2026 | $1M |
| Q1 2026 | $1.2M |
| Q2 2026 | $940K |
| Q2 2026 | $42.5M |
| Q2 2026 | $3.4M |
| Q2 2026 | $3.9M |
| Q2 2026 | $3.8M |
| Q2 2026 | $4M |
| Q2 2026 | $1.7M |
| Q2 2026 | $205K |
| Q2 2026 | $1.9M |
| Q2 2026 | $1.1M |
| Q3 2026 | $924K |
| Q3 2026 | $44.3M |
| Q3 2026 | $7.4M |
| Q3 2026 | $3.9M |
| Q3 2026 | $1.9M |
| Q3 2026 | $212K |
| Q3 2026 | $1.2M |
| Q3 2026 | $901K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $901K | 37.7K | — | — |
| Q3 2026 | $1.2M | 35.4K | — | — |
| Q3 2026 | $212K | 6.5K | — | — |
| Q3 2026 | $1.9M | 43.9K | — | — |
| Q3 2026 | $3.9M | 113.4K | — | — |
| Q3 2026 | $7.4M | 206.7K | — | — |
| Q3 2026 | $44.3M | 1.47M | — | — |
| Q3 2026 | $924K | 31.4K | — | — |
| Q2 2026 | $1.1M | 46.6K | — | — |
| Q2 2026 | $1.9M | 58.7K | — | — |
| Q2 2026 | $205K | 6.5K | — | — |
| Q2 2026 | $1.7M | 41.8K | — | — |
| Q2 2026 | $4M | 116.3K | — | — |
| Q2 2026 | $3.8M | 106.7K | — | — |
| Q2 2026 | $3.9M | 115.0K | — | — |
| Q2 2026 | $3.4M | 97.1K | — | — |
| Q2 2026 | $42.5M | 1.43M | — | — |
| Q2 2026 | $940K | 32.3K | — | — |
| Q1 2026 | $1.2M | 49.6K | — | — |
| Q1 2026 | $1M | 34.0K | — | — |
| Q1 2026 | $201K | 6.9K | — | — |
| Q1 2026 | $1.3M | 32.2K | — | — |
| Q1 2026 | $4.2M | 132.8K | — | — |
| Q1 2026 | $3.9M | 121.6K | — | — |
| Q1 2026 | $3.2M | 101.9K | — | — |
| Q1 2026 | $35.1M | 1.28M | — | — |
| Q1 2026 | $817K | 30.5K | — | — |
| Q4 2025 | $1.3M | 52.1K | — | — |
| Q4 2025 | $10.3M | 356.2K | — | — |
| Q4 2025 | $4.1M | 135.1K | — | — |
| Q4 2025 | $7.5M | 233.2K | — | — |
| Q4 2025 | $34.1M | 1.25M | — | — |
| Q4 2025 | $827K | 30.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B