Back to SCHW-PJ
Strategic Advisors LLC → SCHW-PJ
Strategic Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$1.2M
Q3 2026
Peak value
$29.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29.2M |
| Q3 2025 | $2.4M |
| Q3 2025 | $261K |
| Q4 2025 | $29.1M |
| Q4 2025 | $2.4M |
| Q4 2025 | $281K |
| Q1 2026 | $27.8M |
| Q1 2026 | $2.2M |
| Q1 2026 | $435K |
| Q2 2026 | $29.6M |
| Q2 2026 | $2.3M |
| Q2 2026 | $459K |
| Q3 2026 | $28.9M |
| Q3 2026 | $2.4M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 37.8K | — | — |
| Q3 2026 | $2.4M | 65.9K | — | — |
| Q3 2026 | $28.9M | 986.8K | — | — |
| Q2 2026 | $459K | 14.5K | — | — |
| Q2 2026 | $2.3M | 67.4K | — | — |
| Q2 2026 | $29.6M | 1.02M | — | — |
| Q1 2026 | $435K | 14.2K | — | — |
| Q1 2026 | $2.2M | 74.3K | — | — |
| Q1 2026 | $27.8M | 1.11M | — | — |
| Q4 2025 | $281K | 10.2K | — | — |
| Q4 2025 | $2.4M | 73.4K | — | — |
| Q4 2025 | $29.1M | 1.11M | — | — |
| Q3 2025 | $261K | 9.6K | — | — |
| Q3 2025 | $2.4M | 73.9K | — | — |
| Q3 2025 | $29.2M | 1.13M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B