Back to SCHW-PJ
Sightline Wealth Advisors, LLC → SCHW-PJ
Sightline Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
54
Latest value
$349K
Q3 2026
Peak value
$15.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $686K |
| Q3 2025 | $3.1M |
| Q3 2025 | $381K |
| Q3 2025 | $10.2M |
| Q3 2025 | $10.8M |
| Q3 2025 | $4.9M |
| Q3 2025 | $3.5M |
| Q3 2025 | $459K |
| Q3 2025 | $12.6M |
| Q3 2025 | $2M |
| Q3 2025 | $812K |
| Q4 2025 | $706K |
| Q4 2025 | $3.6M |
| Q4 2025 | $4.2M |
| Q4 2025 | $10.3M |
| Q4 2025 | $10.8M |
| Q4 2025 | $4.6M |
| Q4 2025 | $6.2M |
| Q4 2025 | $297K |
| Q4 2025 | $13.5M |
| Q4 2025 | $2M |
| Q4 2025 | $1.4M |
| Q1 2026 | $680K |
| Q1 2026 | $3.6M |
| Q1 2026 | $9M |
| Q1 2026 | $10.3M |
| Q1 2026 | $11.4M |
| Q1 2026 | $4.1M |
| Q1 2026 | $9.2M |
| Q1 2026 | $207K |
| Q1 2026 | $13.9M |
| Q1 2026 | $1.9M |
| Q1 2026 | $1.2M |
| Q2 2026 | $837K |
| Q2 2026 | $5M |
| Q2 2026 | $11.5M |
| Q2 2026 | $11.9M |
| Q2 2026 | $14.8M |
| Q2 2026 | $4.5M |
| Q2 2026 | $10.3M |
| Q2 2026 | $262K |
| Q2 2026 | $15.4M |
| Q2 2026 | $1.9M |
| Q2 2026 | $709K |
| Q3 2026 | $7.5M |
| Q3 2026 | $1.4M |
| Q3 2026 | $8.6M |
| Q3 2026 | $9.8M |
| Q3 2026 | $4.3M |
| Q3 2026 | $2M |
| Q3 2026 | $252K |
| Q3 2026 | $12.2M |
| Q3 2026 | $1.8M |
| Q3 2026 | $349K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $349K | 14.6K | — | — |
| Q3 2026 | $1.8M | 81.5K | — | — |
| Q3 2026 | $12.2M | 445.2K | — | — |
| Q3 2026 | $252K | 7.8K | — | — |
| Q3 2026 | $2M | 82.0K | — | — |
| Q3 2026 | $4.3M | 116.9K | — | — |
| Q3 2026 | $9.8M | 299.6K | — | — |
| Q3 2026 | $8.6M | 254.0K | — | — |
| Q3 2026 | $1.4M | 42.5K | — | — |
| Q3 2026 | $7.5M | 210.1K | — | — |
| Q2 2026 | $709K | 29.4K | — | — |
| Q2 2026 | $1.9M | 82.3K | — | — |
| Q2 2026 | $15.4M | 554.8K | — | — |
| Q2 2026 | $262K | 8.3K | — | — |
| Q2 2026 | $10.3M | 416.8K | — | — |
| Q2 2026 | $4.5M | 123.1K | — | — |
| Q2 2026 | $14.8M | 411.0K | — | — |
| Q2 2026 | $11.9M | 322.8K | — | — |
| Q2 2026 | $11.5M | 329.2K | — | — |
| Q2 2026 | $5M | 147.1K | — | — |
| Q2 2026 | $837K | 28.9K | — | — |
| Q1 2026 | $1.2M | 48.5K | — | — |
| Q1 2026 | $1.9M | 82.1K | — | — |
| Q1 2026 | $13.9M | 560.3K | — | — |
| Q1 2026 | $207K | 6.7K | — | — |
| Q1 2026 | $9.2M | 373.5K | — | — |
| Q1 2026 | $4.1M | 122.9K | — | — |
| Q1 2026 | $11.4M | 392.7K | — | — |
| Q1 2026 | $10.3M | 332.2K | — | — |
| Q1 2026 | $9M | 295.8K | — | — |
| Q1 2026 | $3.6M | 122.3K | — | — |
| Q1 2026 | $680K | 27.1K | — | — |
| Q4 2025 | $1.4M | 58.9K | — | — |
| Q4 2025 | $2M | 86.7K | — | — |
| Q4 2025 | $13.5M | 562.1K | — | — |
| Q4 2025 | $297K | 10.8K | — | — |
| Q4 2025 | $6.2M | 250.2K | — | — |
| Q4 2025 | $4.6M | 141.4K | — | — |
| Q4 2025 | $10.8M | 378.1K | — | — |
| Q4 2025 | $10.3M | 340.9K | — | — |
| Q4 2025 | $4.2M | 141.5K | — | — |
| Q4 2025 | $3.6M | 110.6K | — | — |
| Q4 2025 | $706K | 26.9K | — | — |
| Q3 2025 | $812K | 33.3K | — | — |
| Q3 2025 | $2M | 86.0K | — | — |
| Q3 2025 | $12.6M | 541.7K | — | — |
| Q3 2025 | $459K | 16.8K | — | — |
| Q3 2025 | $3.5M | 139.4K | — | — |
| Q3 2025 | $4.9M | 147.4K | — | — |
| Q3 2025 | $10.8M | 386.7K | — | — |
| Q3 2025 | $10.2M | 343.0K | — | — |
| Q3 2025 | $381K | 13.1K | — | — |
| Q3 2025 | $3.1M | 97.2K | — | — |
| Q3 2025 | $686K | 26.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B