Back to SCHW-PJ
INVESTMENT ADVISORY SERVICES INC /TX /ADV → SCHW-PJ
INVESTMENT ADVISORY SERVICES INC /TX /ADV SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$8.9M
Q3 2026
Peak value
$8.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q4 2025 | $7.2M |
| Q1 2026 | $2.2M |
| Q1 2026 | $7.8M |
| Q2 2026 | $2.1M |
| Q2 2026 | $8.3M |
| Q3 2026 | $2.2M |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 274.3K | — | — |
| Q3 2026 | $2.2M | 22.7K | — | — |
| Q2 2026 | $8.3M | 260.8K | — | — |
| Q2 2026 | $2.1M | 23.0K | — | — |
| Q1 2026 | $7.8M | 252.9K | — | — |
| Q1 2026 | $2.2M | 23.0K | — | — |
| Q4 2025 | $7.2M | 262.5K | — | — |
| Q4 2025 | $2.5M | 24.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B