Back to SCHW-PJ
Sigma Planning Corp SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
68
Latest value
$922K
Q3 2026
Peak value
$35.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $14.7M |
| Q3 2025 | $31M |
| Q3 2025 | $351K |
| Q3 2025 | $912K |
| Q3 2025 | $288K |
| Q3 2025 | $855K |
| Q3 2025 | $2M |
| Q3 2025 | $987K |
| Q3 2025 | $22.2M |
| Q3 2025 | $1.4M |
| Q3 2025 | $558K |
| Q3 2025 | $452K |
| Q4 2025 | $801K |
| Q4 2025 | $14.4M |
| Q4 2025 | $31.1M |
| Q4 2025 | $375K |
| Q4 2025 | $916K |
| Q4 2025 | $334K |
| Q4 2025 | $832K |
| Q4 2025 | $3M |
| Q4 2025 | $745K |
| Q4 2025 | $22.4M |
| Q4 2025 | $1.4M |
| Q4 2025 | $554K |
| Q4 2025 | $442K |
| Q1 2026 | $1.7M |
| Q1 2026 | $13.4M |
| Q1 2026 | $27.5M |
| Q1 2026 | $425K |
| Q1 2026 | $897K |
| Q1 2026 | $334K |
| Q1 2026 | $791K |
| Q1 2026 | $3.1M |
| Q1 2026 | $791K |
| Q1 2026 | $26.7M |
| Q1 2026 | $2.1M |
| Q1 2026 | $403K |
| Q1 2026 | $402K |
| Q2 2026 | $779K |
| Q2 2026 | $14.9M |
| Q2 2026 | $32.7M |
| Q2 2026 | $1M |
| Q2 2026 | $1.1M |
| Q2 2026 | $556K |
| Q2 2026 | $865K |
| Q2 2026 | $3.3M |
| Q2 2026 | $973K |
| Q2 2026 | $29.3M |
| Q2 2026 | $2.5M |
| Q2 2026 | $6.1M |
| Q2 2026 | $320K |
| Q2 2026 | $917K |
| Q2 2026 | $457K |
| Q3 2026 | $312K |
| Q3 2026 | $15.4M |
| Q3 2026 | $35.3M |
| Q3 2026 | $408K |
| Q3 2026 | $965K |
| Q3 2026 | $527K |
| Q3 2026 | $867K |
| Q3 2026 | $3.4M |
| Q3 2026 | $889K |
| Q3 2026 | $28.8M |
| Q3 2026 | $2.3M |
| Q3 2026 | $5.6M |
| Q3 2026 | $266K |
| Q3 2026 | $922K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $922K | 36.7K | — | — |
| Q3 2026 | $266K | 11.2K | — | — |
| Q3 2026 | $5.6M | 255.5K | — | — |
| Q3 2026 | $2.3M | 85.3K | — | — |
| Q3 2026 | $28.8M | 886.5K | — | — |
| Q3 2026 | $889K | 28.3K | — | — |
| Q3 2026 | $3.4M | 62.9K | — | — |
| Q3 2026 | $867K | 23.8K | — | — |
| Q3 2026 | $527K | 16.1K | — | — |
| Q3 2026 | $965K | 28.4K | — | — |
| Q3 2026 | $408K | 12.7K | — | — |
| Q3 2026 | $35.3M | 983.1K | — | — |
| Q3 2026 | $15.4M | 514.6K | — | — |
| Q3 2026 | $312K | 3.2K | — | — |
| Q2 2026 | $457K | 17.3K | — | — |
| Q2 2026 | $917K | 38.0K | — | — |
| Q2 2026 | $320K | 13.0K | — | — |
| Q2 2026 | $6.1M | 263.7K | — | — |
| Q2 2026 | $2.5M | 88.9K | — | — |
| Q2 2026 | $29.3M | 924.1K | — | — |
| Q2 2026 | $973K | 31.3K | — | — |
| Q2 2026 | $3.3M | 63.2K | — | — |
| Q2 2026 | $865K | 23.9K | — | — |
| Q2 2026 | $556K | 15.4K | — | — |
| Q2 2026 | $1.1M | 28.7K | — | — |
| Q2 2026 | $1M | 29.0K | — | — |
| Q2 2026 | $32.7M | 965.2K | — | — |
| Q2 2026 | $14.9M | 507.7K | — | — |
| Q2 2026 | $779K | 8.4K | — | — |
| Q1 2026 | $402K | 15.1K | — | — |
| Q1 2026 | $403K | 16.2K | — | — |
| Q1 2026 | $2.1M | 84.2K | — | — |
| Q1 2026 | $26.7M | 869.9K | — | — |
| Q1 2026 | $791K | 28.4K | — | — |
| Q1 2026 | $3.1M | 62.9K | — | — |
| Q1 2026 | $791K | 24.0K | — | — |
| Q1 2026 | $334K | 11.5K | — | — |
| Q1 2026 | $897K | 29.0K | — | — |
| Q1 2026 | $425K | 13.9K | — | — |
| Q1 2026 | $27.5M | 943.4K | — | — |
| Q1 2026 | $13.4M | 522.9K | — | — |
| Q1 2026 | $1.7M | 18.5K | — | — |
| Q4 2025 | $442K | 16.7K | — | — |
| Q4 2025 | $554K | 22.1K | — | — |
| Q4 2025 | $1.4M | 58.6K | — | — |
| Q4 2025 | $22.4M | 833.2K | — | — |
| Q4 2025 | $745K | 27.4K | — | — |
| Q4 2025 | $3M | 66.0K | — | — |
| Q4 2025 | $832K | 25.4K | — | — |
| Q4 2025 | $334K | 11.7K | — | — |
| Q4 2025 | $916K | 30.5K | — | — |
| Q4 2025 | $375K | 12.7K | — | — |
| Q4 2025 | $31.1M | 977.9K | — | — |
| Q4 2025 | $14.4M | 533.9K | — | — |
| Q4 2025 | $801K | 8.0K | — | — |
| Q3 2025 | $452K | 16.8K | — | — |
| Q3 2025 | $558K | 22.2K | — | — |
| Q3 2025 | $1.4M | 59.7K | — | — |
| Q3 2025 | $22.2M | 814.0K | — | — |
| Q3 2025 | $987K | 37.5K | — | — |
| Q3 2025 | $2M | 45.9K | — | — |
| Q3 2025 | $855K | 25.6K | — | — |
| Q3 2025 | $288K | 10.3K | — | — |
| Q3 2025 | $912K | 30.8K | — | — |
| Q3 2025 | $351K | 12.0K | — | — |
| Q3 2025 | $31M | 971.0K | — | — |
| Q3 2025 | $14.7M | 557.8K | — | — |
| Q3 2025 | $1.1M | 11.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B