Back to SCHW-PJ
Joseph P. Lucia & Associates, LLC → SCHW-PJ
Joseph P. Lucia & Associates, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
40
Latest value
$608K
Q3 2026
Peak value
$10.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.6M |
| Q4 2025 | $2.7M |
| Q4 2025 | $7.5M |
| Q4 2025 | $439K |
| Q4 2025 | $2.1M |
| Q4 2025 | $2.4M |
| Q4 2025 | $286K |
| Q4 2025 | $4.8M |
| Q4 2025 | $355K |
| Q4 2025 | $799K |
| Q1 2026 | $8.5M |
| Q1 2026 | $2.6M |
| Q1 2026 | $6.6M |
| Q1 2026 | $381K |
| Q1 2026 | $2.1M |
| Q1 2026 | $2.4M |
| Q1 2026 | $269K |
| Q1 2026 | $5.6M |
| Q1 2026 | $387K |
| Q1 2026 | $747K |
| Q2 2026 | $10.2M |
| Q2 2026 | $2.8M |
| Q2 2026 | $7.5M |
| Q2 2026 | $433K |
| Q2 2026 | $2.5M |
| Q2 2026 | $3M |
| Q2 2026 | $296K |
| Q2 2026 | $6.7M |
| Q2 2026 | $434K |
| Q2 2026 | $688K |
| Q3 2026 | $10.7M |
| Q3 2026 | $2.8M |
| Q3 2026 | $7.9M |
| Q3 2026 | $415K |
| Q3 2026 | $2.3M |
| Q3 2026 | $2.7M |
| Q3 2026 | $278K |
| Q3 2026 | $7.2M |
| Q3 2026 | $430K |
| Q3 2026 | $608K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $608K | 24.2K | — | — |
| Q3 2026 | $430K | 15.7K | — | — |
| Q3 2026 | $7.2M | 222.7K | — | — |
| Q3 2026 | $278K | 7.6K | — | — |
| Q3 2026 | $2.7M | 83.2K | — | — |
| Q3 2026 | $2.3M | 68.6K | — | — |
| Q3 2026 | $415K | 12.4K | — | — |
| Q3 2026 | $7.9M | 220.3K | — | — |
| Q3 2026 | $2.8M | 92.6K | — | — |
| Q3 2026 | $10.7M | 364.0K | — | — |
| Q2 2026 | $688K | 26.0K | — | — |
| Q2 2026 | $434K | 15.7K | — | — |
| Q2 2026 | $6.7M | 212.8K | — | — |
| Q2 2026 | $296K | 8.2K | — | — |
| Q2 2026 | $3M | 83.6K | — | — |
| Q2 2026 | $2.5M | 68.6K | — | — |
| Q2 2026 | $433K | 12.4K | — | — |
| Q2 2026 | $7.5M | 220.7K | — | — |
| Q2 2026 | $2.8M | 94.4K | — | — |
| Q2 2026 | $10.2M | 352.6K | — | — |
| Q1 2026 | $747K | 28.1K | — | — |
| Q1 2026 | $387K | 15.7K | — | — |
| Q1 2026 | $5.6M | 183.9K | — | — |
| Q1 2026 | $269K | 8.2K | — | — |
| Q1 2026 | $2.4M | 83.8K | — | — |
| Q1 2026 | $2.1M | 68.6K | — | — |
| Q1 2026 | $381K | 12.5K | — | — |
| Q1 2026 | $6.6M | 226.3K | — | — |
| Q1 2026 | $2.6M | 100.6K | — | — |
| Q1 2026 | $8.5M | 339.4K | — | — |
| Q4 2025 | $799K | 30.2K | — | — |
| Q4 2025 | $355K | 14.7K | — | — |
| Q4 2025 | $4.8M | 174.7K | — | — |
| Q4 2025 | $286K | 8.7K | — | — |
| Q4 2025 | $2.4M | 85.6K | — | — |
| Q4 2025 | $2.1M | 69.5K | — | — |
| Q4 2025 | $439K | 14.8K | — | — |
| Q4 2025 | $7.5M | 229.9K | — | — |
| Q4 2025 | $2.7M | 102.1K | — | — |
| Q4 2025 | $8.6M | 328.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B