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Grey Ledge Advisors, LLC → SCHW-PJ
Grey Ledge Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
68
Latest value
$14K
Q3 2026
Peak value
$12.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $492K |
| Q4 2025 | $67K |
| Q4 2025 | $6M |
| Q4 2025 | $1.7M |
| Q4 2025 | $710K |
| Q4 2025 | $5K |
| Q4 2025 | $20K |
| Q4 2025 | $205K |
| Q4 2025 | $20K |
| Q4 2025 | $415K |
| Q4 2025 | $10.4M |
| Q4 2025 | $137K |
| Q4 2025 | $3.9M |
| Q4 2025 | $271K |
| Q4 2025 | $41K |
| Q4 2025 | $35K |
| Q4 2025 | $11K |
| Q4 2025 | $11K |
| Q1 2026 | $505K |
| Q1 2026 | $7M |
| Q1 2026 | $741K |
| Q1 2026 | $16K |
| Q1 2026 | $229K |
| Q1 2026 | $420K |
| Q1 2026 | $10.7M |
| Q1 2026 | $117K |
| Q1 2026 | $6.7M |
| Q1 2026 | $272K |
| Q1 2026 | $39K |
| Q1 2026 | $277 |
| Q1 2026 | $37K |
| Q1 2026 | $12K |
| Q2 2026 | $677K |
| Q2 2026 | $44K |
| Q2 2026 | $6.4M |
| Q2 2026 | $1.6M |
| Q2 2026 | $840K |
| Q2 2026 | $6K |
| Q2 2026 | $19K |
| Q2 2026 | $259K |
| Q2 2026 | $26K |
| Q2 2026 | $2K |
| Q2 2026 | $458K |
| Q2 2026 | $12M |
| Q2 2026 | $680K |
| Q2 2026 | $120K |
| Q2 2026 | $167K |
| Q2 2026 | $10.4M |
| Q2 2026 | $26K |
| Q2 2026 | $317K |
| Q2 2026 | $43K |
| Q2 2026 | $4K |
| Q2 2026 | $40K |
| Q2 2026 | $12K |
| Q3 2026 | $737K |
| Q3 2026 | $8.9M |
| Q3 2026 | $851K |
| Q3 2026 | $19K |
| Q3 2026 | $259K |
| Q3 2026 | $463K |
| Q3 2026 | $11.7M |
| Q3 2026 | $122K |
| Q3 2026 | $12.2M |
| Q3 2026 | $290K |
| Q3 2026 | $41K |
| Q3 2026 | $20K |
| Q3 2026 | $56K |
| Q3 2026 | $14K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14K | 279 | — | — |
| Q3 2026 | $56K | 2.4K | — | — |
| Q3 2026 | $20K | 861 | — | — |
| Q3 2026 | $41K | 1.8K | — | — |
| Q3 2026 | $290K | 13.1K | — | — |
| Q3 2026 | $12.2M | 444.6K | — | — |
| Q3 2026 | $122K | 3.8K | — | — |
| Q3 2026 | $11.7M | 334.4K | — | — |
| Q3 2026 | $463K | 12.7K | — | — |
| Q3 2026 | $259K | 7.9K | — | — |
| Q3 2026 | $19K | 557 | — | — |
| Q3 2026 | $851K | 25.6K | — | — |
| Q3 2026 | $8.9M | 248.2K | — | — |
| Q3 2026 | $737K | 24.6K | — | — |
| Q2 2026 | $12K | 258 | — | — |
| Q2 2026 | $40K | 1.7K | — | — |
| Q2 2026 | $4K | 157 | — | — |
| Q2 2026 | $43K | 1.8K | — | — |
| Q2 2026 | $317K | 13.7K | — | — |
| Q2 2026 | $26K | 1.1K | — | — |
| Q2 2026 | $10.4M | 374.1K | — | — |
| Q2 2026 | $167K | 6.0K | — | — |
| Q2 2026 | $120K | 3.8K | — | — |
| Q2 2026 | $680K | 17.9K | — | — |
| Q2 2026 | $12M | 315.0K | — | — |
| Q2 2026 | $458K | 12.6K | — | — |
| Q2 2026 | $2K | 62 | — | — |
| Q2 2026 | $26K | 729 | — | — |
| Q2 2026 | $259K | 7.2K | — | — |
| Q2 2026 | $19K | 527 | — | — |
| Q2 2026 | $6K | 165 | — | — |
| Q2 2026 | $840K | 24.1K | — | — |
| Q2 2026 | $1.6M | 46.7K | — | — |
| Q2 2026 | $6.4M | 188.3K | — | — |
| Q2 2026 | $44K | 1.5K | — | — |
| Q2 2026 | $677K | 23.0K | — | — |
| Q1 2026 | $12K | 248 | — | — |
| Q1 2026 | $37K | 1.5K | — | — |
| Q1 2026 | $277 | 11 | — | — |
| Q1 2026 | $39K | 1.8K | — | — |
| Q1 2026 | $272K | 11.7K | — | — |
| Q1 2026 | $6.7M | 269.9K | — | — |
| Q1 2026 | $117K | 3.8K | — | — |
| Q1 2026 | $10.7M | 328.7K | — | — |
| Q1 2026 | $420K | 12.7K | — | — |
| Q1 2026 | $229K | 7.9K | — | — |
| Q1 2026 | $16K | 510 | — | — |
| Q1 2026 | $741K | 24.3K | — | — |
| Q1 2026 | $7M | 241.2K | — | — |
| Q1 2026 | $505K | 19.7K | — | — |
| Q4 2025 | $11K | 232 | — | — |
| Q4 2025 | $11K | 408 | — | — |
| Q4 2025 | $35K | 1.5K | — | — |
| Q4 2025 | $41K | 2.0K | — | — |
| Q4 2025 | $271K | 11.6K | — | — |
| Q4 2025 | $3.9M | 162.9K | — | — |
| Q4 2025 | $137K | 5.0K | — | — |
| Q4 2025 | $10.4M | 331.6K | — | — |
| Q4 2025 | $415K | 12.7K | — | — |
| Q4 2025 | $20K | 704 | — | — |
| Q4 2025 | $205K | 7.2K | — | — |
| Q4 2025 | $20K | 656 | — | — |
| Q4 2025 | $5K | 165 | — | — |
| Q4 2025 | $710K | 24.0K | — | — |
| Q4 2025 | $1.7M | 51.2K | — | — |
| Q4 2025 | $6M | 184.0K | — | — |
| Q4 2025 | $67K | 2.5K | — | — |
| Q4 2025 | $492K | 18.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B