Back to SCHW-PJ
NESTEGG ADVISORS, INC. → SCHW-PJ
NESTEGG ADVISORS, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$3.7M
Q3 2026
Peak value
$8.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.9M |
| Q3 2025 | $1.5M |
| Q3 2025 | $1.9M |
| Q4 2025 | $7.2M |
| Q4 2025 | $1.6M |
| Q4 2025 | $2.1M |
| Q1 2026 | $6.3M |
| Q1 2026 | $1.6M |
| Q1 2026 | $2.4M |
| Q2 2026 | $7.9M |
| Q2 2026 | $2M |
| Q2 2026 | $3.5M |
| Q3 2026 | $8.7M |
| Q3 2026 | $1.9M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 135.9K | — | — |
| Q3 2026 | $1.9M | 57.8K | — | — |
| Q3 2026 | $8.7M | 243.4K | — | — |
| Q2 2026 | $3.5M | 124.9K | — | — |
| Q2 2026 | $2M | 54.2K | — | — |
| Q2 2026 | $7.9M | 232.2K | — | — |
| Q1 2026 | $2.4M | 98.8K | — | — |
| Q1 2026 | $1.6M | 54.4K | — | — |
| Q1 2026 | $6.3M | 217.3K | — | — |
| Q4 2025 | $2.1M | 86.6K | — | — |
| Q4 2025 | $1.6M | 54.9K | — | — |
| Q4 2025 | $7.2M | 219.3K | — | — |
| Q3 2025 | $1.9M | 79.5K | — | — |
| Q3 2025 | $1.5M | 53.5K | — | — |
| Q3 2025 | $6.9M | 216.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B