Back to SCHW-PJ
Pacific Capital Wealth Advisors, Inc. → SCHW-PJ
Pacific Capital Wealth Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
54
Latest value
$237K
Q3 2026
Peak value
$14.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $694K |
| Q3 2025 | $3.9M |
| Q3 2025 | $2.9M |
| Q3 2025 | $865K |
| Q3 2025 | $1.2M |
| Q3 2025 | $14M |
| Q3 2025 | $4.3M |
| Q3 2025 | $2.2M |
| Q3 2025 | $452K |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.4M |
| Q4 2025 | $708K |
| Q4 2025 | $3.9M |
| Q4 2025 | $3M |
| Q4 2025 | $880K |
| Q4 2025 | $1.3M |
| Q4 2025 | $13.7M |
| Q4 2025 | $4.6M |
| Q4 2025 | $2.1M |
| Q4 2025 | $451K |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.4M |
| Q1 2026 | $678K |
| Q1 2026 | $3.7M |
| Q1 2026 | $2.7M |
| Q1 2026 | $907K |
| Q1 2026 | $1.4M |
| Q1 2026 | $14.7M |
| Q1 2026 | $4.7M |
| Q1 2026 | $2M |
| Q1 2026 | $448K |
| Q1 2026 | $1.1M |
| Q1 2026 | $908K |
| Q2 2026 | $777K |
| Q2 2026 | $3.9M |
| Q2 2026 | $3.1M |
| Q2 2026 | $1M |
| Q2 2026 | $1.5M |
| Q2 2026 | $13.1M |
| Q2 2026 | $5.3M |
| Q2 2026 | $699K |
| Q2 2026 | $443K |
| Q2 2026 | $1.1M |
| Q2 2026 | $823K |
| Q3 2026 | $728K |
| Q3 2026 | $3.8M |
| Q3 2026 | $3.3M |
| Q3 2026 | $841K |
| Q3 2026 | $1.5M |
| Q3 2026 | $12.6M |
| Q3 2026 | $4.9M |
| Q3 2026 | $650K |
| Q3 2026 | $737K |
| Q3 2026 | $237K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $237K | 9.4K | — | — |
| Q3 2026 | $737K | 30.9K | — | — |
| Q3 2026 | $650K | 29.5K | — | — |
| Q3 2026 | $4.9M | 177.9K | — | — |
| Q3 2026 | $12.6M | 386.2K | — | — |
| Q3 2026 | $1.5M | 28.1K | — | — |
| Q3 2026 | $841K | 25.3K | — | — |
| Q3 2026 | $3.3M | 92.3K | — | — |
| Q3 2026 | $3.8M | 127.3K | — | — |
| Q3 2026 | $728K | 24.8K | — | — |
| Q2 2026 | $823K | 31.1K | — | — |
| Q2 2026 | $1.1M | 46.9K | — | — |
| Q2 2026 | $443K | 18.0K | — | — |
| Q2 2026 | $699K | 29.5K | — | — |
| Q2 2026 | $5.3M | 190.8K | — | — |
| Q2 2026 | $13.1M | 413.8K | — | — |
| Q2 2026 | $1.5M | 28.1K | — | — |
| Q2 2026 | $1M | 29.7K | — | — |
| Q2 2026 | $3.1M | 92.3K | — | — |
| Q2 2026 | $3.9M | 133.5K | — | — |
| Q2 2026 | $777K | 26.8K | — | — |
| Q1 2026 | $908K | 34.1K | — | — |
| Q1 2026 | $1.1M | 44.0K | — | — |
| Q1 2026 | $448K | 18.0K | — | — |
| Q1 2026 | $2M | 91.1K | — | — |
| Q1 2026 | $4.7M | 190.8K | — | — |
| Q1 2026 | $14.7M | 477.6K | — | — |
| Q1 2026 | $1.4M | 28.1K | — | — |
| Q1 2026 | $907K | 29.7K | — | — |
| Q1 2026 | $2.7M | 92.3K | — | — |
| Q1 2026 | $3.7M | 142.9K | — | — |
| Q1 2026 | $678K | 27.0K | — | — |
| Q4 2025 | $1.4M | 51.3K | — | — |
| Q4 2025 | $1.1M | 44.0K | — | — |
| Q4 2025 | $451K | 18.0K | — | — |
| Q4 2025 | $2.1M | 99.9K | — | — |
| Q4 2025 | $4.6M | 190.9K | — | — |
| Q4 2025 | $13.7M | 498.1K | — | — |
| Q4 2025 | $1.3M | 28.1K | — | — |
| Q4 2025 | $880K | 29.7K | — | — |
| Q4 2025 | $3M | 92.2K | — | — |
| Q4 2025 | $3.9M | 144.8K | — | — |
| Q4 2025 | $708K | 27.0K | — | — |
| Q3 2025 | $1.4M | 51.3K | — | — |
| Q3 2025 | $1.1M | 43.6K | — | — |
| Q3 2025 | $452K | 18.0K | — | — |
| Q3 2025 | $2.2M | 99.9K | — | — |
| Q3 2025 | $4.3M | 183.4K | — | — |
| Q3 2025 | $14M | 511.6K | — | — |
| Q3 2025 | $1.2M | 28.7K | — | — |
| Q3 2025 | $865K | 29.7K | — | — |
| Q3 2025 | $2.9M | 92.2K | — | — |
| Q3 2025 | $3.9M | 146.7K | — | — |
| Q3 2025 | $694K | 27.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B