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INTEGRAL INVESTMENT ADVISORS, INC. → SCHW-PJ

INTEGRAL INVESTMENT ADVISORS, INC. SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
36
Latest value
$359K
Q3 2026
Peak value
$16.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$14.5M
Q4 2025$925K
Q4 2025$1.8M
Q4 2025$648K
Q4 2025$208K
Q4 2025$10.5M
Q4 2025$737K
Q4 2025$640K
Q1 2026$14.2M
Q1 2026$832K
Q1 2026$1.4M
Q1 2026$667K
Q1 2026$214K
Q1 2026$11.2M
Q1 2026$758K
Q1 2026$588K
Q2 2026$16M
Q2 2026$799K
Q2 2026$673K
Q2 2026$1.5M
Q2 2026$900K
Q2 2026$235K
Q2 2026$243K
Q2 2026$12.2M
Q2 2026$849K
Q2 2026$518K
Q3 2026$16.3M
Q3 2026$846K
Q3 2026$681K
Q3 2026$1.6M
Q3 2026$813K
Q3 2026$232K
Q3 2026$224K
Q3 2026$12.5M
Q3 2026$842K
Q3 2026$359K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$359K16.3K——
Q3 2026$842K30.6K——
Q3 2026$12.5M383.2K——
Q3 2026$224K6.4K——
Q3 2026$232K7.4K——
Q3 2026$813K24.9K——
Q3 2026$1.6M44.1K——
Q3 2026$681K23.3K——
Q3 2026$846K8.7K——
Q3 2026$16.3M269.9K——
Q2 2026$518K21.9K——
Q2 2026$849K30.6K——
Q2 2026$12.2M383.7K——
Q2 2026$243K6.4K——
Q2 2026$235K7.4K——
Q2 2026$900K24.9K——
Q2 2026$1.5M45.1K——
Q2 2026$673K23.3K——
Q2 2026$799K8.7K——
Q2 2026$16M271.2K——
Q1 2026$588K27.3K——
Q1 2026$758K30.6K——
Q1 2026$11.2M363.8K——
Q1 2026$214K6.6K——
Q1 2026$667K22.9K——
Q1 2026$1.4M48.1K——
Q1 2026$832K8.9K——
Q1 2026$14.2M265.9K——
Q4 2025$640K30.7K——
Q4 2025$737K30.6K——
Q4 2025$10.5M382.4K——
Q4 2025$208K6.6K——
Q4 2025$648K22.7K——
Q4 2025$1.8M56.0K——
Q4 2025$925K9.3K——
Q4 2025$14.5M263.0K——

Other funds holding SCHW-PJ

Other INTEGRAL INVESTMENT ADVISORS, INC. positions

VGES

VANGUARD INDEX FDS

$43.6M
VGES

VANGUARD INDEX FDS

$43M
VGES

VANGUARD INDEX FDS

$37.3M
VGES

VANGUARD INDEX FDS

$36.3M
QQQ

INVESCO QQQ TR

$18.1M
QQQ

INVESCO QQQ TR

$17.9M
BX

VANGUARD SPECIALIZED FUNDS

$17.1M
BX

VANGUARD SPECIALIZED FUNDS

$17.1M
INTEGRAL INVESTMENT ADVISORS, INC. SCHW-PJ Holdings: 13F Position History | Track13F