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Layline Advisors, LLC → SCHW-PJ

Layline Advisors, LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
6
Latest value
$2.1M
Q3 2026
Peak value
$2.2M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$526K
Q1 2026$1.8M
Q2 2026$608K
Q2 2026$2.2M
Q3 2026$616K
Q3 2026$2.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M85.6K——
Q3 2026$616K21.0K——
Q2 2026$2.2M89.8K——
Q2 2026$608K21.0K——
Q1 2026$1.8M74.0K——
Q1 2026$526K21.0K——

Other funds holding SCHW-PJ

Other Layline Advisors, LLC positions

ETHA

ISHARES TR

$25.2M
ETHA

ISHARES TR

$24.8M
ETHA

ISHARES TR

$18.5M
BLK

ISHARES TR

$7.2M
VGES

VANGUARD TAX-MANAGED FDS

$7.1M
SIDU

DFA INVT DIMENSIONS GROUP IN

$7M
VGES

VANGUARD TAX-MANAGED FDS

$6.9M
BLK

ISHARES TR

$6.6M