Back to SCHW-PJ
ROBINSON SMITH WEALTH ADVISORS LLC → SCHW-PJ
ROBINSON SMITH WEALTH ADVISORS LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
32
Latest value
$222K
Q3 2026
Peak value
$31.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $26.2M |
| Q3 2025 | $1M |
| Q3 2025 | $2.4M |
| Q3 2025 | $741K |
| Q3 2025 | $208K |
| Q3 2025 | $610K |
| Q4 2025 | $28.2M |
| Q4 2025 | $1.1M |
| Q4 2025 | $2.2M |
| Q4 2025 | $754K |
| Q4 2025 | $204K |
| Q4 2025 | $417K |
| Q1 2026 | $27.1M |
| Q1 2026 | $1M |
| Q1 2026 | $1.5M |
| Q1 2026 | $776K |
| Q1 2026 | $221K |
| Q1 2026 | $288K |
| Q2 2026 | $31.1M |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.8M |
| Q2 2026 | $869K |
| Q2 2026 | $591K |
| Q2 2026 | $228K |
| Q2 2026 | $255K |
| Q3 2026 | $31.6M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.9M |
| Q3 2026 | $831K |
| Q3 2026 | $534K |
| Q3 2026 | $234K |
| Q3 2026 | $222K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $222K | 9.3K | — | — |
| Q3 2026 | $234K | 7.2K | — | — |
| Q3 2026 | $534K | 16.4K | — | — |
| Q3 2026 | $831K | 24.9K | — | — |
| Q3 2026 | $1.9M | 52.7K | — | — |
| Q3 2026 | $1.2M | 39.7K | — | — |
| Q3 2026 | $31.6M | 1.08M | — | — |
| Q2 2026 | $255K | 10.6K | — | — |
| Q2 2026 | $228K | 7.2K | — | — |
| Q2 2026 | $591K | 16.4K | — | — |
| Q2 2026 | $869K | 24.9K | — | — |
| Q2 2026 | $1.8M | 53.0K | — | — |
| Q2 2026 | $1.2M | 39.7K | — | — |
| Q2 2026 | $31.1M | 1.07M | — | — |
| Q1 2026 | $288K | 11.9K | — | — |
| Q1 2026 | $221K | 7.2K | — | — |
| Q1 2026 | $776K | 25.4K | — | — |
| Q1 2026 | $1.5M | 53.0K | — | — |
| Q1 2026 | $1M | 39.7K | — | — |
| Q1 2026 | $27.1M | 1.08M | — | — |
| Q4 2025 | $417K | 17.1K | — | — |
| Q4 2025 | $204K | 7.4K | — | — |
| Q4 2025 | $754K | 25.4K | — | — |
| Q4 2025 | $2.2M | 66.9K | — | — |
| Q4 2025 | $1.1M | 39.7K | — | — |
| Q4 2025 | $28.2M | 1.07M | — | — |
| Q3 2025 | $610K | 25.0K | — | — |
| Q3 2025 | $208K | 7.6K | — | — |
| Q3 2025 | $741K | 25.4K | — | — |
| Q3 2025 | $2.4M | 75.1K | — | — |
| Q3 2025 | $1M | 39.7K | — | — |
| Q3 2025 | $26.2M | 1.02M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B