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Sylvest Advisors, LLC → SCHW-PJ
Sylvest Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$24.2M
Q3 2026
Peak value
$24.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20.2M |
| Q4 2025 | $20.7M |
| Q1 2026 | $21.4M |
| Q2 2026 | $24.2M |
| Q3 2026 | $24.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.2M | 882.1K | — | — |
| Q2 2026 | $24.2M | 874.2K | — | — |
| Q1 2026 | $21.4M | 864.1K | — | — |
| Q4 2025 | $20.7M | 860.1K | — | — |
| Q3 2025 | $20.2M | 866.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B