Back to SCHW-PJ
IVC Wealth Advisors LLC → SCHW-PJ
IVC Wealth Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
23
Latest value
$538K
Q3 2026
Peak value
$3.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $546K |
| Q4 2025 | $3.3M |
| Q4 2025 | $465K |
| Q4 2025 | $315K |
| Q4 2025 | $360K |
| Q1 2026 | $441K |
| Q1 2026 | $3.2M |
| Q1 2026 | $264K |
| Q1 2026 | $438K |
| Q1 2026 | $316K |
| Q1 2026 | $366K |
| Q2 2026 | $513K |
| Q2 2026 | $3.6M |
| Q2 2026 | $363K |
| Q2 2026 | $487K |
| Q2 2026 | $337K |
| Q2 2026 | $406K |
| Q3 2026 | $562K |
| Q3 2026 | $3.4M |
| Q3 2026 | $386K |
| Q3 2026 | $457K |
| Q3 2026 | $324K |
| Q3 2026 | $538K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $538K | 10.8K | — | — |
| Q3 2026 | $324K | 12.9K | — | — |
| Q3 2026 | $457K | 20.7K | — | — |
| Q3 2026 | $386K | 9.2K | — | — |
| Q3 2026 | $3.4M | 100.9K | — | — |
| Q3 2026 | $562K | 15.7K | — | — |
| Q2 2026 | $406K | 8.4K | — | — |
| Q2 2026 | $337K | 12.7K | — | — |
| Q2 2026 | $487K | 20.6K | — | — |
| Q2 2026 | $363K | 9.2K | — | — |
| Q2 2026 | $3.6M | 104.4K | — | — |
| Q2 2026 | $513K | 15.1K | — | — |
| Q1 2026 | $366K | 7.8K | — | — |
| Q1 2026 | $316K | 11.9K | — | — |
| Q1 2026 | $438K | 20.4K | — | — |
| Q1 2026 | $264K | 6.9K | — | — |
| Q1 2026 | $3.2M | 105.2K | — | — |
| Q1 2026 | $441K | 15.1K | — | — |
| Q4 2025 | $360K | 7.9K | — | — |
| Q4 2025 | $315K | 11.9K | — | — |
| Q4 2025 | $465K | 22.3K | — | — |
| Q4 2025 | $3.3M | 110.1K | — | — |
| Q4 2025 | $546K | 16.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B