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NBZ Investment Advisors LLC → SCHW-PJ
NBZ Investment Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$110K
Q3 2026
Peak value
$8.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.1M |
| Q3 2025 | $1.7M |
| Q3 2025 | $122K |
| Q4 2025 | $8.2M |
| Q4 2025 | $1.8M |
| Q4 2025 | $124K |
| Q1 2026 | $230K |
| Q1 2026 | $7.7M |
| Q1 2026 | $1.8M |
| Q1 2026 | $98K |
| Q2 2026 | $227K |
| Q2 2026 | $8.8M |
| Q2 2026 | $2.1M |
| Q2 2026 | $122K |
| Q3 2026 | $240K |
| Q3 2026 | $8.9M |
| Q3 2026 | $2M |
| Q3 2026 | $110K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $110K | 3.4K | — | — |
| Q3 2026 | $2M | 58.2K | — | — |
| Q3 2026 | $8.9M | 303.6K | — | — |
| Q3 2026 | $240K | 2.5K | — | — |
| Q2 2026 | $122K | 3.4K | — | — |
| Q2 2026 | $2.1M | 58.1K | — | — |
| Q2 2026 | $8.8M | 303.3K | — | — |
| Q2 2026 | $227K | 2.5K | — | — |
| Q1 2026 | $98K | 3.4K | — | — |
| Q1 2026 | $1.8M | 58.3K | — | — |
| Q1 2026 | $7.7M | 305.6K | — | — |
| Q1 2026 | $230K | 2.4K | — | — |
| Q4 2025 | $124K | 4.4K | — | — |
| Q4 2025 | $1.8M | 58.5K | — | — |
| Q4 2025 | $8.2M | 312.5K | — | — |
| Q3 2025 | $122K | 4.4K | — | — |
| Q3 2025 | $1.7M | 58.4K | — | — |
| Q3 2025 | $8.1M | 313.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B