Back to SCHW-PJ
LVW Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
43
Latest value
$57.5M
Q3 2026
Peak value
$64.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $265K |
| Q3 2025 | $23.1M |
| Q3 2025 | $1.9M |
| Q3 2025 | $975K |
| Q3 2025 | $64.4M |
| Q3 2025 | $4.2M |
| Q3 2025 | $2.1M |
| Q3 2025 | $48.4M |
| Q4 2025 | $302K |
| Q4 2025 | $23.3M |
| Q4 2025 | $1.8M |
| Q4 2025 | $1M |
| Q4 2025 | $61.1M |
| Q4 2025 | $4.5M |
| Q4 2025 | $2.5M |
| Q4 2025 | $50.5M |
| Q1 2026 | $621K |
| Q1 2026 | $10.1M |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.1M |
| Q1 2026 | $950K |
| Q1 2026 | $41.4M |
| Q1 2026 | $4.5M |
| Q1 2026 | $2.7M |
| Q1 2026 | $51.3M |
| Q2 2026 | $530K |
| Q2 2026 | $11M |
| Q2 2026 | $1.8M |
| Q2 2026 | $6M |
| Q2 2026 | $961K |
| Q2 2026 | $36.7M |
| Q2 2026 | $4.4M |
| Q2 2026 | $2.5M |
| Q2 2026 | $52.7M |
| Q3 2026 | $669K |
| Q3 2026 | $11.4M |
| Q3 2026 | $1.6M |
| Q3 2026 | $7.5M |
| Q3 2026 | $975K |
| Q3 2026 | $32.9M |
| Q3 2026 | $3.4M |
| Q3 2026 | $506K |
| Q3 2026 | $57.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $57.5M | 2.41M | — | — |
| Q3 2026 | $506K | 22.9K | — | — |
| Q3 2026 | $3.4M | 125.3K | — | — |
| Q3 2026 | $32.9M | 1.01M | — | — |
| Q3 2026 | $975K | 18.1K | — | — |
| Q3 2026 | $7.5M | 204.6K | — | — |
| Q3 2026 | $1.6M | 48.1K | — | — |
| Q3 2026 | $11.4M | 316.4K | — | — |
| Q3 2026 | $669K | 6.8K | — | — |
| Q2 2026 | $52.7M | 2.18M | — | — |
| Q2 2026 | $2.5M | 108.3K | — | — |
| Q2 2026 | $4.4M | 160.5K | — | — |
| Q2 2026 | $36.7M | 1.16M | — | — |
| Q2 2026 | $961K | 18.2K | — | — |
| Q2 2026 | $6M | 166.7K | — | — |
| Q2 2026 | $1.8M | 50.4K | — | — |
| Q2 2026 | $11M | 325.7K | — | — |
| Q2 2026 | $530K | 5.7K | — | — |
| Q1 2026 | $51.3M | 2.11M | — | — |
| Q1 2026 | $2.7M | 115.1K | — | — |
| Q1 2026 | $4.5M | 181.5K | — | — |
| Q1 2026 | $41.4M | 1.35M | — | — |
| Q1 2026 | $950K | 19.4K | — | — |
| Q1 2026 | $1.1M | 32.8K | — | — |
| Q1 2026 | $1.8M | 61.6K | — | — |
| Q1 2026 | $10.1M | 347.4K | — | — |
| Q1 2026 | $621K | 6.6K | — | — |
| Q4 2025 | $50.5M | 2.07M | — | — |
| Q4 2025 | $2.5M | 109.0K | — | — |
| Q4 2025 | $4.5M | 186.1K | — | — |
| Q4 2025 | $61.1M | 2.23M | — | — |
| Q4 2025 | $1M | 22.3K | — | — |
| Q4 2025 | $1.8M | 63.3K | — | — |
| Q4 2025 | $23.3M | 713.1K | — | — |
| Q4 2025 | $302K | 3.0K | — | — |
| Q3 2025 | $48.4M | 1.98M | — | — |
| Q3 2025 | $2.1M | 88.6K | — | — |
| Q3 2025 | $4.2M | 178.9K | — | — |
| Q3 2025 | $64.4M | 2.36M | — | — |
| Q3 2025 | $975K | 22.7K | — | — |
| Q3 2025 | $1.9M | 66.8K | — | — |
| Q3 2025 | $23.1M | 722.7K | — | — |
| Q3 2025 | $265K | 2.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B