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High Net Worth Advisory Group LLC → SCHW-PJ
High Net Worth Advisory Group LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$7.8M
Q3 2026
Peak value
$7.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $269K |
| Q3 2025 | $206K |
| Q3 2025 | $6.5M |
| Q4 2025 | $274K |
| Q4 2025 | $213K |
| Q4 2025 | $6.5M |
| Q1 2026 | $249K |
| Q1 2026 | $218K |
| Q1 2026 | $7.2M |
| Q2 2026 | $286K |
| Q2 2026 | $244K |
| Q2 2026 | $7.5M |
| Q3 2026 | $226K |
| Q3 2026 | $246K |
| Q3 2026 | $7.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.8M | 239.6K | — | — |
| Q3 2026 | $246K | 7.8K | — | — |
| Q3 2026 | $226K | 7.5K | — | — |
| Q2 2026 | $7.5M | 237.7K | — | — |
| Q2 2026 | $244K | 7.8K | — | — |
| Q2 2026 | $286K | 9.7K | — | — |
| Q1 2026 | $7.2M | 233.8K | — | — |
| Q1 2026 | $218K | 7.8K | — | — |
| Q1 2026 | $249K | 9.7K | — | — |
| Q4 2025 | $6.5M | 237.9K | — | — |
| Q4 2025 | $213K | 7.8K | — | — |
| Q4 2025 | $274K | 10.2K | — | — |
| Q3 2025 | $6.5M | 237.8K | — | — |
| Q3 2025 | $206K | 7.8K | — | — |
| Q3 2025 | $269K | 10.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B