Back to SCHW-PJ
GUERRA PAN ADVISORS, LLC → SCHW-PJ
GUERRA PAN ADVISORS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
13
Latest value
$264K
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.3M |
| Q3 2025 | $5.6M |
| Q4 2025 | $4.3M |
| Q4 2025 | $5.7M |
| Q1 2026 | $3.8M |
| Q1 2026 | $5.8M |
| Q1 2026 | $236K |
| Q2 2026 | $4.2M |
| Q2 2026 | $7M |
| Q2 2026 | $244K |
| Q3 2026 | $4.3M |
| Q3 2026 | $6.2M |
| Q3 2026 | $264K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $264K | 7.7K | — | — |
| Q3 2026 | $6.2M | 193.2K | — | — |
| Q3 2026 | $4.3M | 122.1K | — | — |
| Q2 2026 | $244K | 7.7K | — | — |
| Q2 2026 | $7M | 193.4K | — | — |
| Q2 2026 | $4.2M | 123.0K | — | — |
| Q1 2026 | $236K | 7.7K | — | — |
| Q1 2026 | $5.8M | 197.9K | — | — |
| Q1 2026 | $3.8M | 129.0K | — | — |
| Q4 2025 | $5.7M | 200.5K | — | — |
| Q4 2025 | $4.3M | 132.3K | — | — |
| Q3 2025 | $5.6M | 200.8K | — | — |
| Q3 2025 | $4.3M | 135.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B