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Roberts Wealth Advisors, LLC → SCHW-PJ
Roberts Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
27
Latest value
$13.9M
Q3 2026
Peak value
$13.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $943K |
| Q3 2025 | $2.3M |
| Q3 2025 | $9.4M |
| Q3 2025 | $236K |
| Q4 2025 | $2.3M |
| Q4 2025 | $937K |
| Q4 2025 | $2.3M |
| Q4 2025 | $10.7M |
| Q1 2026 | $2.5M |
| Q1 2026 | $538K |
| Q1 2026 | $1.1M |
| Q1 2026 | $2.3M |
| Q1 2026 | $332K |
| Q1 2026 | $11.8M |
| Q2 2026 | $2.5M |
| Q2 2026 | $415K |
| Q2 2026 | $1.2M |
| Q2 2026 | $2.5M |
| Q2 2026 | $345K |
| Q2 2026 | $13.5M |
| Q3 2026 | $2.6M |
| Q3 2026 | $417K |
| Q3 2026 | $997K |
| Q3 2026 | $2.5M |
| Q3 2026 | $358K |
| Q3 2026 | $13.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.9M | 504.8K | — | — |
| Q3 2026 | $358K | 11.0K | — | — |
| Q3 2026 | $2.5M | 67.4K | — | — |
| Q3 2026 | $997K | 30.5K | — | — |
| Q3 2026 | $417K | 14.2K | — | — |
| Q3 2026 | $2.6M | 27.0K | — | — |
| Q2 2026 | $13.5M | 488.2K | — | — |
| Q2 2026 | $345K | 10.9K | — | — |
| Q2 2026 | $2.5M | 68.1K | — | — |
| Q2 2026 | $1.2M | 33.9K | — | — |
| Q2 2026 | $415K | 14.3K | — | — |
| Q2 2026 | $2.5M | 27.1K | — | — |
| Q1 2026 | $11.8M | 478.6K | — | — |
| Q1 2026 | $332K | 10.8K | — | — |
| Q1 2026 | $2.3M | 69.1K | — | — |
| Q1 2026 | $1.1M | 36.9K | — | — |
| Q1 2026 | $538K | 21.4K | — | — |
| Q1 2026 | $2.5M | 26.4K | — | — |
| Q4 2025 | $10.7M | 444.1K | — | — |
| Q4 2025 | $2.3M | 69.1K | — | — |
| Q4 2025 | $937K | 32.9K | — | — |
| Q4 2025 | $2.3M | 23.0K | — | — |
| Q3 2025 | $236K | 9.7K | — | — |
| Q3 2025 | $9.4M | 403.3K | — | — |
| Q3 2025 | $2.3M | 70.2K | — | — |
| Q3 2025 | $943K | 33.8K | — | — |
| Q3 2025 | $2.2M | 22.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B