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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC → SCHW-PJ
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
149
Latest value
$1.1M
Q3 2026
Peak value
$203.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $360K |
| Q3 2025 | $44K |
| Q3 2025 | $629K |
| Q3 2025 | $6.2M |
| Q3 2025 | $102K |
| Q3 2025 | $12K |
| Q3 2025 | $2.5M |
| Q3 2025 | $763K |
| Q3 2025 | $13K |
| Q3 2025 | $711 |
| Q3 2025 | $1.8M |
| Q3 2025 | $2.9M |
| Q3 2025 | $68K |
| Q3 2025 | $370K |
| Q3 2025 | $342K |
| Q3 2025 | $223K |
| Q3 2025 | $482K |
| Q3 2025 | $117K |
| Q3 2025 | $163K |
| Q3 2025 | $169.1M |
| Q3 2025 | $38.1M |
| Q3 2025 | $11.8M |
| Q3 2025 | $45K |
| Q3 2025 | $596K |
| Q3 2025 | $107K |
| Q3 2025 | $8.7M |
| Q3 2025 | $362K |
| Q3 2025 | $2M |
| Q4 2025 | $380K |
| Q4 2025 | $43K |
| Q4 2025 | $692K |
| Q4 2025 | $6.5M |
| Q4 2025 | $476K |
| Q4 2025 | $3M |
| Q4 2025 | $6K |
| Q4 2025 | $759K |
| Q4 2025 | $2K |
| Q4 2025 | $1.5M |
| Q4 2025 | $30K |
| Q4 2025 | $2.6M |
| Q4 2025 | $32K |
| Q4 2025 | $287K |
| Q4 2025 | $345K |
| Q4 2025 | $219K |
| Q4 2025 | $574K |
| Q4 2025 | $136K |
| Q4 2025 | $120K |
| Q4 2025 | $176.4M |
| Q4 2025 | $42.1M |
| Q4 2025 | $11.3M |
| Q4 2025 | $52K |
| Q4 2025 | $616K |
| Q4 2025 | $107K |
| Q4 2025 | $9.5M |
| Q4 2025 | $361K |
| Q4 2025 | $1.2M |
| Q1 2026 | $408K |
| Q1 2026 | $40K |
| Q1 2026 | $35K |
| Q1 2026 | $664K |
| Q1 2026 | $5.9M |
| Q1 2026 | $265K |
| Q1 2026 | $6K |
| Q1 2026 | $2.8M |
| Q1 2026 | $787K |
| Q1 2026 | $2K |
| Q1 2026 | $12K |
| Q1 2026 | $1.6M |
| Q1 2026 | $2.6M |
| Q1 2026 | $33K |
| Q1 2026 | $406K |
| Q1 2026 | $398K |
| Q1 2026 | $220K |
| Q1 2026 | $659K |
| Q1 2026 | $85K |
| Q1 2026 | $141K |
| Q1 2026 | $190.5M |
| Q1 2026 | $44.1M |
| Q1 2026 | $12.5M |
| Q1 2026 | $58K |
| Q1 2026 | $634K |
| Q1 2026 | $154K |
| Q1 2026 | $9.6M |
| Q1 2026 | $360K |
| Q1 2026 | $1K |
| Q1 2026 | $1.2M |
| Q2 2026 | $329K |
| Q2 2026 | $55K |
| Q2 2026 | $768K |
| Q2 2026 | $6.8M |
| Q2 2026 | $366K |
| Q2 2026 | $66K |
| Q2 2026 | $3.7M |
| Q2 2026 | $854K |
| Q2 2026 | $2K |
| Q2 2026 | $14K |
| Q2 2026 | $1.7M |
| Q2 2026 | $3.2M |
| Q2 2026 | $62K |
| Q2 2026 | $302K |
| Q2 2026 | $419K |
| Q2 2026 | $275K |
| Q2 2026 | $764K |
| Q2 2026 | $46K |
| Q2 2026 | $184K |
| Q2 2026 | $98K |
| Q2 2026 | $46.3M |
| Q2 2026 | $186.2M |
| Q2 2026 | $68K |
| Q2 2026 | $11.8M |
| Q2 2026 | $195K |
| Q2 2026 | $769K |
| Q2 2026 | $10.9M |
| Q2 2026 | $891K |
| Q2 2026 | $1K |
| Q2 2026 | $901 |
| Q2 2026 | $1.1M |
| Q3 2026 | $352K |
| Q3 2026 | $47K |
| Q3 2026 | $107K |
| Q3 2026 | $781K |
| Q3 2026 | $7M |
| Q3 2026 | $373K |
| Q3 2026 | $69K |
| Q3 2026 | $4.3M |
| Q3 2026 | $824K |
| Q3 2026 | $1.6M |
| Q3 2026 | $12K |
| Q3 2026 | $56K |
| Q3 2026 | $2.9M |
| Q3 2026 | $286K |
| Q3 2026 | $434K |
| Q3 2026 | $276K |
| Q3 2026 | $876K |
| Q3 2026 | $47K |
| Q3 2026 | $169K |
| Q3 2026 | $78K |
| Q3 2026 | $48.3M |
| Q3 2026 | $203.6M |
| Q3 2026 | $70K |
| Q3 2026 | $12.1M |
| Q3 2026 | $434K |
| Q3 2026 | $762K |
| Q3 2026 | $75K |
| Q3 2026 | $10.4M |
| Q3 2026 | $873K |
| Q3 2026 | $8K |
| Q3 2026 | $854 |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 44.3K | — | — |
| Q3 2026 | $854 | 34 | — | — |
| Q3 2026 | $8K | 316 | — | — |
| Q3 2026 | $873K | 36.6K | — | — |
| Q3 2026 | $10.4M | 469.7K | — | — |
| Q3 2026 | $75K | 3.4K | — | — |
| Q3 2026 | $762K | 27.7K | — | — |
| Q3 2026 | $434K | 15.8K | — | — |
| Q3 2026 | $12.1M | 371.5K | — | — |
| Q3 2026 | $70K | 2.1K | — | — |
| Q3 2026 | $203.6M | 6.47M | — | — |
| Q3 2026 | $48.3M | 1.53M | — | — |
| Q3 2026 | $78K | 2.2K | — | — |
| Q3 2026 | $169K | 4.8K | — | — |
| Q3 2026 | $47K | 878 | — | — |
| Q3 2026 | $876K | 16.3K | — | — |
| Q3 2026 | $276K | 7.6K | — | — |
| Q3 2026 | $434K | 11.9K | — | — |
| Q3 2026 | $286K | 4.3K | — | — |
| Q3 2026 | $2.9M | 88.8K | — | — |
| Q3 2026 | $56K | 1.7K | — | — |
| Q3 2026 | $12K | 367 | — | — |
| Q3 2026 | $1.6M | 48.3K | — | — |
| Q3 2026 | $824K | 24.7K | — | — |
| Q3 2026 | $4.3M | 119.4K | — | — |
| Q3 2026 | $69K | 1.9K | — | — |
| Q3 2026 | $373K | 12.4K | — | — |
| Q3 2026 | $7M | 231.9K | — | — |
| Q3 2026 | $781K | 26.7K | — | — |
| Q3 2026 | $107K | 3.6K | — | — |
| Q3 2026 | $47K | 476 | — | — |
| Q3 2026 | $352K | 3.6K | — | — |
| Q2 2026 | $1.1M | 42.8K | — | — |
| Q2 2026 | $901 | 34 | — | — |
| Q2 2026 | $1K | 59 | — | — |
| Q2 2026 | $891K | 36.9K | — | — |
| Q2 2026 | $10.9M | 472.0K | — | — |
| Q2 2026 | $769K | 27.8K | — | — |
| Q2 2026 | $195K | 7.1K | — | — |
| Q2 2026 | $11.8M | 373.4K | — | — |
| Q2 2026 | $68K | 2.1K | — | — |
| Q2 2026 | $186.2M | 5.99M | — | — |
| Q2 2026 | $46.3M | 1.49M | — | — |
| Q2 2026 | $98K | 2.6K | — | — |
| Q2 2026 | $184K | 4.8K | — | — |
| Q2 2026 | $46K | 878 | — | — |
| Q2 2026 | $764K | 14.5K | — | — |
| Q2 2026 | $275K | 7.6K | — | — |
| Q2 2026 | $419K | 11.6K | — | — |
| Q2 2026 | $302K | 4.3K | — | — |
| Q2 2026 | $62K | 1.7K | — | — |
| Q2 2026 | $3.2M | 87.9K | — | — |
| Q2 2026 | $1.7M | 45.0K | — | — |
| Q2 2026 | $14K | 391 | — | — |
| Q2 2026 | $2K | 62 | — | — |
| Q2 2026 | $854K | 24.5K | — | — |
| Q2 2026 | $3.7M | 108.5K | — | — |
| Q2 2026 | $66K | 1.9K | — | — |
| Q2 2026 | $366K | 12.4K | — | — |
| Q2 2026 | $6.8M | 231.9K | — | — |
| Q2 2026 | $768K | 26.5K | — | — |
| Q2 2026 | $55K | 601 | — | — |
| Q2 2026 | $329K | 3.6K | — | — |
| Q1 2026 | $1.2M | 44.4K | — | — |
| Q1 2026 | $1K | 59 | — | — |
| Q1 2026 | $360K | 14.8K | — | — |
| Q1 2026 | $9.6M | 415.1K | — | — |
| Q1 2026 | $154K | 6.2K | — | — |
| Q1 2026 | $634K | 25.6K | — | — |
| Q1 2026 | $58K | 1.9K | — | — |
| Q1 2026 | $12.5M | 406.0K | — | — |
| Q1 2026 | $44.1M | 1.59M | — | — |
| Q1 2026 | $190.5M | 6.84M | — | — |
| Q1 2026 | $141K | 4.3K | — | — |
| Q1 2026 | $85K | 2.6K | — | — |
| Q1 2026 | $659K | 13.5K | — | — |
| Q1 2026 | $220K | 6.7K | — | — |
| Q1 2026 | $398K | 12.1K | — | — |
| Q1 2026 | $406K | 7.8K | — | — |
| Q1 2026 | $33K | 1.1K | — | — |
| Q1 2026 | $2.6M | 89.4K | — | — |
| Q1 2026 | $1.6M | 50.6K | — | — |
| Q1 2026 | $12K | 391 | — | — |
| Q1 2026 | $2K | 62 | — | — |
| Q1 2026 | $787K | 25.8K | — | — |
| Q1 2026 | $2.8M | 96.0K | — | — |
| Q1 2026 | $6K | 192 | — | — |
| Q1 2026 | $265K | 10.3K | — | — |
| Q1 2026 | $5.9M | 230.0K | — | — |
| Q1 2026 | $664K | 26.5K | — | — |
| Q1 2026 | $35K | 1.4K | — | — |
| Q1 2026 | $40K | 430 | — | — |
| Q1 2026 | $408K | 4.3K | — | — |
| Q4 2025 | $1.2M | 46.2K | — | — |
| Q4 2025 | $361K | 14.8K | — | — |
| Q4 2025 | $9.5M | 405.0K | — | — |
| Q4 2025 | $107K | 4.5K | — | — |
| Q4 2025 | $616K | 25.6K | — | — |
| Q4 2025 | $52K | 1.9K | — | — |
| Q4 2025 | $11.3M | 412.9K | — | — |
| Q4 2025 | $42.1M | 1.55M | — | — |
| Q4 2025 | $176.4M | 6.48M | — | — |
| Q4 2025 | $120K | 3.8K | — | — |
| Q4 2025 | $136K | 4.3K | — | — |
| Q4 2025 | $574K | 12.7K | — | — |
| Q4 2025 | $219K | 6.7K | — | — |
| Q4 2025 | $345K | 10.5K | — | — |
| Q4 2025 | $287K | 4.8K | — | — |
| Q4 2025 | $32K | 1.1K | — | — |
| Q4 2025 | $2.6M | 91.5K | — | — |
| Q4 2025 | $30K | 1.0K | — | — |
| Q4 2025 | $1.5M | 48.9K | — | — |
| Q4 2025 | $2K | 62 | — | — |
| Q4 2025 | $759K | 25.6K | — | — |
| Q4 2025 | $6K | 192 | — | — |
| Q4 2025 | $3M | 91.6K | — | — |
| Q4 2025 | $476K | 17.7K | — | — |
| Q4 2025 | $6.5M | 240.3K | — | — |
| Q4 2025 | $692K | 26.4K | — | — |
| Q4 2025 | $43K | 430 | — | — |
| Q4 2025 | $380K | 3.8K | — | — |
| Q3 2025 | $2M | 75.7K | — | — |
| Q3 2025 | $362K | 14.8K | — | — |
| Q3 2025 | $8.7M | 370.7K | — | — |
| Q3 2025 | $107K | 4.6K | — | — |
| Q3 2025 | $596K | 25.6K | — | — |
| Q3 2025 | $45K | 1.6K | — | — |
| Q3 2025 | $11.8M | 432.5K | — | — |
| Q3 2025 | $38.1M | 1.45M | — | — |
| Q3 2025 | $169.1M | 6.43M | — | — |
| Q3 2025 | $163K | 5.2K | — | — |
| Q3 2025 | $117K | 3.8K | — | — |
| Q3 2025 | $482K | 11.2K | — | — |
| Q3 2025 | $223K | 6.7K | — | — |
| Q3 2025 | $342K | 10.2K | — | — |
| Q3 2025 | $370K | 4.7K | — | — |
| Q3 2025 | $68K | 2.4K | — | — |
| Q3 2025 | $2.9M | 103.3K | — | — |
| Q3 2025 | $1.8M | 60.0K | — | — |
| Q3 2025 | $711 | 24 | — | — |
| Q3 2025 | $13K | 446 | — | — |
| Q3 2025 | $763K | 26.2K | — | — |
| Q3 2025 | $2.5M | 78.6K | — | — |
| Q3 2025 | $12K | 364 | — | — |
| Q3 2025 | $102K | 3.9K | — | — |
| Q3 2025 | $6.2M | 236.1K | — | — |
| Q3 2025 | $629K | 24.5K | — | — |
| Q3 2025 | $44K | 463 | — | — |
| Q3 2025 | $360K | 3.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B