Back to SCHW-PJ
Scott Capital Advisors, LLC → SCHW-PJ
Scott Capital Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$313K
Q3 2026
Peak value
$56.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.9M |
| Q3 2025 | $51.2M |
| Q3 2025 | $289K |
| Q4 2025 | $2.9M |
| Q4 2025 | $48.4M |
| Q4 2025 | $300K |
| Q1 2026 | $2.8M |
| Q1 2026 | $52.8M |
| Q1 2026 | $304K |
| Q2 2026 | $3.1M |
| Q2 2026 | $54.5M |
| Q2 2026 | $318K |
| Q3 2026 | $3M |
| Q3 2026 | $56.4M |
| Q3 2026 | $313K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $313K | 11.5K | — | — |
| Q3 2026 | $56.4M | 1.73M | — | — |
| Q3 2026 | $3M | 80.7K | — | — |
| Q2 2026 | $318K | 11.5K | — | — |
| Q2 2026 | $54.5M | 1.72M | — | — |
| Q2 2026 | $3.1M | 90.8K | — | — |
| Q1 2026 | $304K | 11.6K | — | — |
| Q1 2026 | $52.8M | 1.73M | — | — |
| Q1 2026 | $2.8M | 90.3K | — | — |
| Q4 2025 | $300K | 12.5K | — | — |
| Q4 2025 | $48.4M | 1.76M | — | — |
| Q4 2025 | $2.9M | 88.7K | — | — |
| Q3 2025 | $289K | 12.2K | — | — |
| Q3 2025 | $51.2M | 1.88M | — | — |
| Q3 2025 | $2.9M | 88.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B