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Soltis Investment Advisors LLC → SCHW-PJ
Soltis Investment Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
68
Latest value
$1.4M
Q3 2026
Peak value
$28M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $489K |
| Q3 2025 | $1.1M |
| Q3 2025 | $310K |
| Q3 2025 | $699K |
| Q3 2025 | $455K |
| Q3 2025 | $1.6M |
| Q3 2025 | $3.5M |
| Q3 2025 | $16.9M |
| Q3 2025 | $239K |
| Q3 2025 | $1.6M |
| Q4 2025 | $517K |
| Q4 2025 | $517K |
| Q4 2025 | $1M |
| Q4 2025 | $1M |
| Q4 2025 | $329K |
| Q4 2025 | $329K |
| Q4 2025 | $942K |
| Q4 2025 | $942K |
| Q4 2025 | $467K |
| Q4 2025 | $467K |
| Q4 2025 | $1.7M |
| Q4 2025 | $1.7M |
| Q4 2025 | $259K |
| Q4 2025 | $259K |
| Q4 2025 | $3.9M |
| Q4 2025 | $3.9M |
| Q4 2025 | $18.5M |
| Q4 2025 | $18.5M |
| Q4 2025 | $234K |
| Q4 2025 | $234K |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.8M |
| Q1 2026 | $544K |
| Q1 2026 | $997K |
| Q1 2026 | $340K |
| Q1 2026 | $675K |
| Q1 2026 | $476K |
| Q1 2026 | $2.2M |
| Q1 2026 | $280K |
| Q1 2026 | $4.4M |
| Q1 2026 | $21.6M |
| Q1 2026 | $203K |
| Q1 2026 | $1.5M |
| Q2 2026 | $585K |
| Q2 2026 | $1.1M |
| Q2 2026 | $350K |
| Q2 2026 | $784K |
| Q2 2026 | $543K |
| Q2 2026 | $210K |
| Q2 2026 | $3.1M |
| Q2 2026 | $314K |
| Q2 2026 | $4.1M |
| Q2 2026 | $26.7M |
| Q2 2026 | $212K |
| Q2 2026 | $1.4M |
| Q3 2026 | $788K |
| Q3 2026 | $1.1M |
| Q3 2026 | $373K |
| Q3 2026 | $980K |
| Q3 2026 | $524K |
| Q3 2026 | $326K |
| Q3 2026 | $3.2M |
| Q3 2026 | $380K |
| Q3 2026 | $4.9M |
| Q3 2026 | $28M |
| Q3 2026 | $461K |
| Q3 2026 | $231K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 54.3K | — | — |
| Q3 2026 | $231K | 9.7K | — | — |
| Q3 2026 | $461K | 20.9K | — | — |
| Q3 2026 | $28M | 1.02M | — | — |
| Q3 2026 | $4.9M | 150.4K | — | — |
| Q3 2026 | $380K | 7.1K | — | — |
| Q3 2026 | $3.2M | 87.7K | — | — |
| Q3 2026 | $326K | 9.6K | — | — |
| Q3 2026 | $524K | 15.7K | — | — |
| Q3 2026 | $980K | 27.3K | — | — |
| Q3 2026 | $373K | 12.4K | — | — |
| Q3 2026 | $1.1M | 38.5K | — | — |
| Q3 2026 | $788K | 8.1K | — | — |
| Q2 2026 | $1.4M | 51.9K | — | — |
| Q2 2026 | $212K | 8.8K | — | — |
| Q2 2026 | $26.7M | 963.9K | — | — |
| Q2 2026 | $4.1M | 130.4K | — | — |
| Q2 2026 | $314K | 6.0K | — | — |
| Q2 2026 | $3.1M | 85.9K | — | — |
| Q2 2026 | $210K | 5.8K | — | — |
| Q2 2026 | $543K | 15.6K | — | — |
| Q2 2026 | $784K | 23.2K | — | — |
| Q2 2026 | $350K | 11.9K | — | — |
| Q2 2026 | $1.1M | 38.7K | — | — |
| Q2 2026 | $585K | 6.3K | — | — |
| Q1 2026 | $1.5M | 57.8K | — | — |
| Q1 2026 | $203K | 8.4K | — | — |
| Q1 2026 | $21.6M | 872.5K | — | — |
| Q1 2026 | $4.4M | 141.9K | — | — |
| Q1 2026 | $280K | 5.7K | — | — |
| Q1 2026 | $2.2M | 66.6K | — | — |
| Q1 2026 | $476K | 15.6K | — | — |
| Q1 2026 | $675K | 23.2K | — | — |
| Q1 2026 | $340K | 13.3K | — | — |
| Q1 2026 | $997K | 39.7K | — | — |
| Q1 2026 | $544K | 5.8K | — | — |
| Q4 2025 | $1.8M | 67.6K | — | — |
| Q4 2025 | $1.8M | 67.6K | — | — |
| Q4 2025 | $234K | 9.6K | — | — |
| Q4 2025 | $234K | 9.6K | — | — |
| Q4 2025 | $18.5M | 767.5K | — | — |
| Q4 2025 | $18.5M | 767.5K | — | — |
| Q4 2025 | $3.9M | 143.1K | — | — |
| Q4 2025 | $3.9M | 143.1K | — | — |
| Q4 2025 | $259K | 5.7K | — | — |
| Q4 2025 | $259K | 5.7K | — | — |
| Q4 2025 | $1.7M | 50.6K | — | — |
| Q4 2025 | $1.7M | 50.6K | — | — |
| Q4 2025 | $467K | 15.8K | — | — |
| Q4 2025 | $467K | 15.8K | — | — |
| Q4 2025 | $942K | 28.9K | — | — |
| Q4 2025 | $942K | 28.9K | — | — |
| Q4 2025 | $329K | 12.2K | — | — |
| Q4 2025 | $329K | 12.2K | — | — |
| Q4 2025 | $1M | 38.5K | — | — |
| Q4 2025 | $1M | 38.5K | — | — |
| Q4 2025 | $517K | 5.2K | — | — |
| Q4 2025 | $517K | 5.2K | — | — |
| Q3 2025 | $1.6M | 59.1K | — | — |
| Q3 2025 | $239K | 9.8K | — | — |
| Q3 2025 | $16.9M | 725.9K | — | — |
| Q3 2025 | $3.5M | 129.5K | — | — |
| Q3 2025 | $1.6M | 47.9K | — | — |
| Q3 2025 | $455K | 15.6K | — | — |
| Q3 2025 | $699K | 21.9K | — | — |
| Q3 2025 | $310K | 11.8K | — | — |
| Q3 2025 | $1.1M | 41.8K | — | — |
| Q3 2025 | $489K | 5.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B