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PCA Investment Advisory Services Inc. → SCHW-PJ
PCA Investment Advisory Services Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$5.7M
Q3 2026
Peak value
$5.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q3 2025 | $805K |
| Q3 2025 | $5.9M |
| Q4 2025 | $2.8M |
| Q4 2025 | $763K |
| Q4 2025 | $5.4M |
| Q1 2026 | $282K |
| Q1 2026 | $2.9M |
| Q1 2026 | $908K |
| Q1 2026 | $5.7M |
| Q2 2026 | $2.8M |
| Q2 2026 | $803K |
| Q2 2026 | $5.7M |
| Q3 2026 | $2.5M |
| Q3 2026 | $860K |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 175.7K | — | — |
| Q3 2026 | $860K | 16.0K | — | — |
| Q3 2026 | $2.5M | 74.6K | — | — |
| Q2 2026 | $5.7M | 180.9K | — | — |
| Q2 2026 | $803K | 15.2K | — | — |
| Q2 2026 | $2.8M | 76.6K | — | — |
| Q1 2026 | $5.7M | 187.0K | — | — |
| Q1 2026 | $908K | 18.6K | — | — |
| Q1 2026 | $2.9M | 92.3K | — | — |
| Q1 2026 | $282K | 11.0K | — | — |
| Q4 2025 | $5.4M | 195.1K | — | — |
| Q4 2025 | $763K | 16.9K | — | — |
| Q4 2025 | $2.8M | 93.8K | — | — |
| Q3 2025 | $5.9M | 217.6K | — | — |
| Q3 2025 | $805K | 18.7K | — | — |
| Q3 2025 | $3.2M | 106.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B