Back to SCHW-PJ
RIVERSEDGE ADVISORS, LLC → SCHW-PJ
RIVERSEDGE ADVISORS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$29.6M
Q3 2026
Peak value
$30.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $243K |
| Q4 2025 | $203K |
| Q4 2025 | $2.3M |
| Q4 2025 | $298K |
| Q4 2025 | $26.6M |
| Q1 2026 | $2.4M |
| Q1 2026 | $284K |
| Q1 2026 | $27M |
| Q2 2026 | $250K |
| Q2 2026 | $217K |
| Q2 2026 | $2.8M |
| Q2 2026 | $312K |
| Q2 2026 | $30.2M |
| Q3 2026 | $302K |
| Q3 2026 | $242K |
| Q3 2026 | $2.7M |
| Q3 2026 | $328K |
| Q3 2026 | $29.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29.6M | 1.08M | — | — |
| Q3 2026 | $328K | 9.0K | — | — |
| Q3 2026 | $2.7M | 80.5K | — | — |
| Q3 2026 | $242K | 6.7K | — | — |
| Q3 2026 | $302K | 3.1K | — | — |
| Q2 2026 | $30.2M | 1.09M | — | — |
| Q2 2026 | $312K | 8.6K | — | — |
| Q2 2026 | $2.8M | 80.1K | — | — |
| Q2 2026 | $217K | 6.4K | — | — |
| Q2 2026 | $250K | 2.7K | — | — |
| Q1 2026 | $27M | 1.09M | — | — |
| Q1 2026 | $284K | 8.6K | — | — |
| Q1 2026 | $2.4M | 79.6K | — | — |
| Q4 2025 | $26.6M | 1.11M | — | — |
| Q4 2025 | $298K | 9.1K | — | — |
| Q4 2025 | $2.3M | 79.2K | — | — |
| Q4 2025 | $203K | 6.2K | — | — |
| Q4 2025 | $243K | 2.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B