Back to SCHW-PJ
Gradient Capital Advisors, LLC → SCHW-PJ
Gradient Capital Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
60
Latest value
$504K
Q3 2026
Peak value
$11.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q3 2025 | $7.4M |
| Q3 2025 | $1.2M |
| Q3 2025 | $9.5M |
| Q3 2025 | $1.2M |
| Q3 2025 | $492K |
| Q3 2025 | $3.9M |
| Q3 2025 | $10.6M |
| Q3 2025 | $731K |
| Q3 2025 | $906K |
| Q3 2025 | $284K |
| Q3 2025 | $561K |
| Q4 2025 | $1.8M |
| Q4 2025 | $7.2M |
| Q4 2025 | $1.3M |
| Q4 2025 | $9.5M |
| Q4 2025 | $1.3M |
| Q4 2025 | $476K |
| Q4 2025 | $3.9M |
| Q4 2025 | $10.8M |
| Q4 2025 | $705K |
| Q4 2025 | $873K |
| Q4 2025 | $389K |
| Q4 2025 | $548K |
| Q1 2026 | $1.7M |
| Q1 2026 | $6.7M |
| Q1 2026 | $1.2M |
| Q1 2026 | $9.6M |
| Q1 2026 | $1.3M |
| Q1 2026 | $474K |
| Q1 2026 | $4.6M |
| Q1 2026 | $10.8M |
| Q1 2026 | $691K |
| Q1 2026 | $857K |
| Q1 2026 | $276K |
| Q1 2026 | $551K |
| Q2 2026 | $2M |
| Q2 2026 | $7.6M |
| Q2 2026 | $1.3M |
| Q2 2026 | $11.1M |
| Q2 2026 | $1.4M |
| Q2 2026 | $519K |
| Q2 2026 | $4.7M |
| Q2 2026 | $11.8M |
| Q2 2026 | $725K |
| Q2 2026 | $945K |
| Q2 2026 | $289K |
| Q2 2026 | $549K |
| Q3 2026 | $2M |
| Q3 2026 | $7.7M |
| Q3 2026 | $1.2M |
| Q3 2026 | $10.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $515K |
| Q3 2026 | $4.9M |
| Q3 2026 | $11.4M |
| Q3 2026 | $693K |
| Q3 2026 | $879K |
| Q3 2026 | $283K |
| Q3 2026 | $504K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $504K | 20.1K | — | — |
| Q3 2026 | $283K | 11.9K | — | — |
| Q3 2026 | $879K | 39.9K | — | — |
| Q3 2026 | $693K | 31.3K | — | — |
| Q3 2026 | $11.4M | 416.7K | — | — |
| Q3 2026 | $4.9M | 149.2K | — | — |
| Q3 2026 | $515K | 14.1K | — | — |
| Q3 2026 | $1.3M | 40.1K | — | — |
| Q3 2026 | $10.1M | 296.5K | — | — |
| Q3 2026 | $1.2M | 36.1K | — | — |
| Q3 2026 | $7.7M | 256.6K | — | — |
| Q3 2026 | $2M | 68.5K | — | — |
| Q2 2026 | $549K | 20.7K | — | — |
| Q2 2026 | $289K | 12.0K | — | — |
| Q2 2026 | $945K | 39.9K | — | — |
| Q2 2026 | $725K | 31.3K | — | — |
| Q2 2026 | $11.8M | 424.6K | — | — |
| Q2 2026 | $4.7M | 147.7K | — | — |
| Q2 2026 | $519K | 14.3K | — | — |
| Q2 2026 | $1.4M | 39.8K | — | — |
| Q2 2026 | $11.1M | 300.5K | — | — |
| Q2 2026 | $1.3M | 37.6K | — | — |
| Q2 2026 | $7.6M | 259.8K | — | — |
| Q2 2026 | $2M | 69.9K | — | — |
| Q1 2026 | $551K | 20.7K | — | — |
| Q1 2026 | $276K | 11.4K | — | — |
| Q1 2026 | $857K | 39.9K | — | — |
| Q1 2026 | $691K | 29.7K | — | — |
| Q1 2026 | $10.8M | 435.1K | — | — |
| Q1 2026 | $4.6M | 149.0K | — | — |
| Q1 2026 | $474K | 14.4K | — | — |
| Q1 2026 | $1.3M | 44.5K | — | — |
| Q1 2026 | $9.6M | 309.7K | — | — |
| Q1 2026 | $1.2M | 39.1K | — | — |
| Q1 2026 | $6.7M | 261.2K | — | — |
| Q1 2026 | $1.7M | 69.5K | — | — |
| Q4 2025 | $548K | 20.7K | — | — |
| Q4 2025 | $389K | 15.9K | — | — |
| Q4 2025 | $873K | 41.8K | — | — |
| Q4 2025 | $705K | 30.2K | — | — |
| Q4 2025 | $10.8M | 448.3K | — | — |
| Q4 2025 | $3.9M | 143.7K | — | — |
| Q4 2025 | $476K | 14.5K | — | — |
| Q4 2025 | $1.3M | 45.5K | — | — |
| Q4 2025 | $9.5M | 316.0K | — | — |
| Q4 2025 | $1.3M | 42.5K | — | — |
| Q4 2025 | $7.2M | 265.9K | — | — |
| Q4 2025 | $1.8M | 69.2K | — | — |
| Q3 2025 | $561K | 20.8K | — | — |
| Q3 2025 | $284K | 11.7K | — | — |
| Q3 2025 | $906K | 42.0K | — | — |
| Q3 2025 | $731K | 31.1K | — | — |
| Q3 2025 | $10.6M | 454.2K | — | — |
| Q3 2025 | $3.9M | 144.6K | — | — |
| Q3 2025 | $492K | 14.7K | — | — |
| Q3 2025 | $1.2M | 43.3K | — | — |
| Q3 2025 | $9.5M | 321.5K | — | — |
| Q3 2025 | $1.2M | 42.7K | — | — |
| Q3 2025 | $7.4M | 279.8K | — | — |
| Q3 2025 | $2M | 76.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B