Back to SCHW-PJ
Investment Planning Advisors, Inc. → SCHW-PJ
Investment Planning Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
32
Latest value
$412K
Q3 2026
Peak value
$26.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $806K |
| Q3 2025 | $268K |
| Q3 2025 | $201K |
| Q3 2025 | $283K |
| Q3 2025 | $6.6M |
| Q3 2025 | $496K |
| Q3 2025 | $236K |
| Q4 2025 | $825K |
| Q4 2025 | $269K |
| Q4 2025 | $205K |
| Q4 2025 | $287K |
| Q4 2025 | $7.7M |
| Q4 2025 | $494K |
| Q4 2025 | $238K |
| Q1 2026 | $907K |
| Q1 2026 | $307K |
| Q1 2026 | $222K |
| Q1 2026 | $278K |
| Q1 2026 | $12.7M |
| Q1 2026 | $420K |
| Q2 2026 | $1M |
| Q2 2026 | $416K |
| Q2 2026 | $276K |
| Q2 2026 | $311K |
| Q2 2026 | $18.6M |
| Q2 2026 | $413K |
| Q3 2026 | $1M |
| Q3 2026 | $442K |
| Q3 2026 | $249K |
| Q3 2026 | $314K |
| Q3 2026 | $26.2M |
| Q3 2026 | $412K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $412K | 18.6K | — | — |
| Q3 2026 | $26.2M | 953.4K | — | — |
| Q3 2026 | $314K | 10.0K | — | — |
| Q3 2026 | $249K | 7.6K | — | — |
| Q3 2026 | $442K | 12.3K | — | — |
| Q3 2026 | $1M | 33.8K | — | — |
| Q2 2026 | $413K | 17.9K | — | — |
| Q2 2026 | $18.6M | 671.8K | — | — |
| Q2 2026 | $311K | 10.0K | — | — |
| Q2 2026 | $276K | 7.6K | — | — |
| Q2 2026 | $416K | 12.3K | — | — |
| Q2 2026 | $1M | 35.4K | — | — |
| Q1 2026 | $420K | 18.1K | — | — |
| Q1 2026 | $12.7M | 514.3K | — | — |
| Q1 2026 | $278K | 10.0K | — | — |
| Q1 2026 | $222K | 7.6K | — | — |
| Q1 2026 | $307K | 10.5K | — | — |
| Q1 2026 | $907K | 35.4K | — | — |
| Q4 2025 | $238K | 9.7K | — | — |
| Q4 2025 | $494K | 21.1K | — | — |
| Q4 2025 | $7.7M | 318.5K | — | — |
| Q4 2025 | $287K | 10.5K | — | — |
| Q4 2025 | $205K | 7.2K | — | — |
| Q4 2025 | $269K | 8.2K | — | — |
| Q4 2025 | $825K | 30.6K | — | — |
| Q3 2025 | $236K | 9.7K | — | — |
| Q3 2025 | $496K | 21.1K | — | — |
| Q3 2025 | $6.6M | 283.6K | — | — |
| Q3 2025 | $283K | 10.4K | — | — |
| Q3 2025 | $201K | 7.2K | — | — |
| Q3 2025 | $268K | 8.4K | — | — |
| Q3 2025 | $806K | 30.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B