Back to SCHW-PJ
Schneider Downs Wealth Management Advisors, LP → SCHW-PJ
Schneider Downs Wealth Management Advisors, LP SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
46
Latest value
$557K
Q3 2026
Peak value
$60.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $37.1M |
| Q3 2025 | $51.2M |
| Q3 2025 | $8.5M |
| Q3 2025 | $13.1M |
| Q3 2025 | $1.3M |
| Q3 2025 | $2.1M |
| Q3 2025 | $2.8M |
| Q3 2025 | $591K |
| Q4 2025 | $230K |
| Q4 2025 | $38.2M |
| Q4 2025 | $52.5M |
| Q4 2025 | $8.7M |
| Q4 2025 | $13.5M |
| Q4 2025 | $1.3M |
| Q4 2025 | $2M |
| Q4 2025 | $2.9M |
| Q4 2025 | $589K |
| Q1 2026 | $216K |
| Q1 2026 | $36.6M |
| Q1 2026 | $47.8M |
| Q1 2026 | $8.9M |
| Q1 2026 | $14.3M |
| Q1 2026 | $1.4M |
| Q1 2026 | $2.2M |
| Q1 2026 | $3M |
| Q1 2026 | $585K |
| Q2 2026 | $216K |
| Q2 2026 | $42.2M |
| Q2 2026 | $56.9M |
| Q2 2026 | $9.9M |
| Q2 2026 | $16.7M |
| Q2 2026 | $1.7M |
| Q2 2026 | $2.2M |
| Q2 2026 | $442K |
| Q2 2026 | $3.3M |
| Q2 2026 | $582K |
| Q3 2026 | $241K |
| Q3 2026 | $43.8M |
| Q3 2026 | $60.5M |
| Q3 2026 | $8.9M |
| Q3 2026 | $15.6M |
| Q3 2026 | $1.5M |
| Q3 2026 | $2.2M |
| Q3 2026 | $394K |
| Q3 2026 | $3.3M |
| Q3 2026 | $557K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $557K | 25.2K | — | — |
| Q3 2026 | $3.3M | 119.3K | — | — |
| Q3 2026 | $394K | 12.1K | — | — |
| Q3 2026 | $2.2M | 60.8K | — | — |
| Q3 2026 | $1.5M | 46.6K | — | — |
| Q3 2026 | $15.6M | 459.0K | — | — |
| Q3 2026 | $8.9M | 267.9K | — | — |
| Q3 2026 | $60.5M | 1.69M | — | — |
| Q3 2026 | $43.8M | 1.46M | — | — |
| Q3 2026 | $241K | 2.5K | — | — |
| Q2 2026 | $582K | 25.2K | — | — |
| Q2 2026 | $3.3M | 119.6K | — | — |
| Q2 2026 | $442K | 13.9K | — | — |
| Q2 2026 | $2.2M | 60.8K | — | — |
| Q2 2026 | $1.7M | 46.8K | — | — |
| Q2 2026 | $16.7M | 451.8K | — | — |
| Q2 2026 | $9.9M | 285.4K | — | — |
| Q2 2026 | $56.9M | 1.68M | — | — |
| Q2 2026 | $42.2M | 1.43M | — | — |
| Q2 2026 | $216K | 2.3K | — | — |
| Q1 2026 | $585K | 25.2K | — | — |
| Q1 2026 | $3M | 120.1K | — | — |
| Q1 2026 | $2.2M | 66.6K | — | — |
| Q1 2026 | $1.4M | 47.0K | — | — |
| Q1 2026 | $14.3M | 460.3K | — | — |
| Q1 2026 | $8.9M | 290.9K | — | — |
| Q1 2026 | $47.8M | 1.64M | — | — |
| Q1 2026 | $36.6M | 1.43M | — | — |
| Q1 2026 | $216K | 2.3K | — | — |
| Q4 2025 | $589K | 25.2K | — | — |
| Q4 2025 | $2.9M | 120.6K | — | — |
| Q4 2025 | $2M | 61.5K | — | — |
| Q4 2025 | $1.3M | 47.3K | — | — |
| Q4 2025 | $13.5M | 448.5K | — | — |
| Q4 2025 | $8.7M | 292.3K | — | — |
| Q4 2025 | $52.5M | 1.61M | — | — |
| Q4 2025 | $38.2M | 1.42M | — | — |
| Q4 2025 | $230K | 2.3K | — | — |
| Q3 2025 | $591K | 25.2K | — | — |
| Q3 2025 | $2.8M | 122.0K | — | — |
| Q3 2025 | $2.1M | 61.8K | — | — |
| Q3 2025 | $1.3M | 47.2K | — | — |
| Q3 2025 | $13.1M | 441.2K | — | — |
| Q3 2025 | $8.5M | 293.4K | — | — |
| Q3 2025 | $51.2M | 1.60M | — | — |
| Q3 2025 | $37.1M | 1.41M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B