Back to SCHW-PJ
TSG Advice Partners, LLC → SCHW-PJ
TSG Advice Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
13
Latest value
$1.2M
Q3 2026
Peak value
$53.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $204K |
| Q4 2025 | $364K |
| Q4 2025 | $941K |
| Q1 2026 | $207K |
| Q1 2026 | $47.5M |
| Q1 2026 | $30.9M |
| Q1 2026 | $374K |
| Q1 2026 | $965K |
| Q3 2026 | $412K |
| Q3 2026 | $53.7M |
| Q3 2026 | $38.3M |
| Q3 2026 | $447K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 42.6K | — | — |
| Q3 2026 | $447K | 12.1K | — | — |
| Q3 2026 | $38.3M | 1.10M | — | — |
| Q3 2026 | $53.7M | 1.59M | — | — |
| Q3 2026 | $412K | 14.2K | — | — |
| Q1 2026 | $965K | 39.0K | — | — |
| Q1 2026 | $374K | 12.1K | — | — |
| Q1 2026 | $30.9M | 1.01M | — | — |
| Q1 2026 | $47.5M | 1.63M | — | — |
| Q1 2026 | $207K | 2.2K | — | — |
| Q4 2025 | $941K | 39.1K | — | — |
| Q4 2025 | $364K | 12.1K | — | — |
| Q4 2025 | $204K | 2.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B