Back to SCHW-PJ
HBW ADVISORY SERVICES LLC → SCHW-PJ
HBW ADVISORY SERVICES LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
19
Latest value
$324K
Q3 2026
Peak value
$15.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q4 2025 | $10.3M |
| Q4 2025 | $9M |
| Q1 2026 | $1.6M |
| Q1 2026 | $10.6M |
| Q1 2026 | $228K |
| Q1 2026 | $10.2M |
| Q2 2026 | $1.7M |
| Q2 2026 | $450K |
| Q2 2026 | $13.6M |
| Q2 2026 | $10.6M |
| Q2 2026 | $253K |
| Q2 2026 | $237K |
| Q3 2026 | $1.4M |
| Q3 2026 | $990K |
| Q3 2026 | $15.4M |
| Q3 2026 | $251K |
| Q3 2026 | $8.8M |
| Q3 2026 | $324K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $324K | 11.8K | — | — |
| Q3 2026 | $8.8M | 269.0K | — | — |
| Q3 2026 | $251K | 4.7K | — | — |
| Q3 2026 | $15.4M | 429.6K | — | — |
| Q3 2026 | $990K | 33.8K | — | — |
| Q3 2026 | $1.4M | 13.9K | — | — |
| Q2 2026 | $237K | 10.2K | — | — |
| Q2 2026 | $253K | 9.1K | — | — |
| Q2 2026 | $10.6M | 332.8K | — | — |
| Q2 2026 | $13.6M | 403.1K | — | — |
| Q2 2026 | $450K | 15.5K | — | — |
| Q2 2026 | $1.7M | 18.3K | — | — |
| Q1 2026 | $10.2M | 331.9K | — | — |
| Q1 2026 | $228K | 7.5K | — | — |
| Q1 2026 | $10.6M | 365.3K | — | — |
| Q1 2026 | $1.6M | 17.0K | — | — |
| Q4 2025 | $9M | 328.0K | — | — |
| Q4 2025 | $10.3M | 314.9K | — | — |
| Q4 2025 | $1.8M | 18.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B