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Shore Point Advisors, LLC → SCHW-PJ
Shore Point Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$8.4M
Q3 2026
Peak value
$15.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.2M |
| Q4 2025 | $15.2M |
| Q1 2026 | $7.3M |
| Q2 2026 | $8.8M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 378.5K | — | — |
| Q2 2026 | $8.8M | 386.7K | — | — |
| Q1 2026 | $7.3M | 358.6K | — | — |
| Q4 2025 | $15.2M | 599.7K | — | — |
| Q3 2025 | $14.2M | 455.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B