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United Advisor Group, LLC → SCHW-PJ
United Advisor Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
58
Latest value
$2.1M
Q3 2026
Peak value
$12M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $543K |
| Q3 2025 | $10.2M |
| Q3 2025 | $2.7M |
| Q3 2025 | $1.3M |
| Q3 2025 | $3.1M |
| Q3 2025 | $3.2M |
| Q3 2025 | $351K |
| Q3 2025 | $1.9M |
| Q3 2025 | $696K |
| Q3 2025 | $251K |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.6M |
| Q4 2025 | $10.4M |
| Q4 2025 | $2.8M |
| Q4 2025 | $1.4M |
| Q4 2025 | $3.6M |
| Q4 2025 | $3.6M |
| Q4 2025 | $482K |
| Q4 2025 | $3.3M |
| Q4 2025 | $1M |
| Q4 2025 | $345K |
| Q4 2025 | $1.7M |
| Q4 2025 | $1.8M |
| Q1 2026 | $10.5M |
| Q1 2026 | $6.9M |
| Q1 2026 | $1.4M |
| Q1 2026 | $4.1M |
| Q1 2026 | $3.9M |
| Q1 2026 | $593K |
| Q1 2026 | $3.7M |
| Q1 2026 | $1.4M |
| Q1 2026 | $376K |
| Q1 2026 | $1.5M |
| Q1 2026 | $2M |
| Q2 2026 | $12M |
| Q2 2026 | $4.4M |
| Q2 2026 | $2M |
| Q2 2026 | $4.9M |
| Q2 2026 | $4.8M |
| Q2 2026 | $707K |
| Q2 2026 | $4.1M |
| Q2 2026 | $1.5M |
| Q2 2026 | $376K |
| Q2 2026 | $1.4M |
| Q2 2026 | $2.1M |
| Q3 2026 | $483K |
| Q3 2026 | $423K |
| Q3 2026 | $11.8M |
| Q3 2026 | $4.6M |
| Q3 2026 | $1.8M |
| Q3 2026 | $4.7M |
| Q3 2026 | $4.1M |
| Q3 2026 | $774K |
| Q3 2026 | $4.6M |
| Q3 2026 | $1.7M |
| Q3 2026 | $339K |
| Q3 2026 | $1.5M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 81.9K | — | — |
| Q3 2026 | $1.5M | 64.3K | — | — |
| Q3 2026 | $339K | 15.4K | — | — |
| Q3 2026 | $1.7M | 62.6K | — | — |
| Q3 2026 | $4.6M | 141.3K | — | — |
| Q3 2026 | $774K | 21.2K | — | — |
| Q3 2026 | $4.1M | 126.0K | — | — |
| Q3 2026 | $4.7M | 139.3K | — | — |
| Q3 2026 | $1.8M | 54.5K | — | — |
| Q3 2026 | $4.6M | 126.9K | — | — |
| Q3 2026 | $11.8M | 394.1K | — | — |
| Q3 2026 | $423K | 14.4K | — | — |
| Q3 2026 | $483K | 4.9K | — | — |
| Q2 2026 | $2.1M | 78.6K | — | — |
| Q2 2026 | $1.4M | 57.2K | — | — |
| Q2 2026 | $376K | 15.9K | — | — |
| Q2 2026 | $1.5M | 54.6K | — | — |
| Q2 2026 | $4.1M | 129.5K | — | — |
| Q2 2026 | $707K | 19.5K | — | — |
| Q2 2026 | $4.8M | 132.0K | — | — |
| Q2 2026 | $4.9M | 133.5K | — | — |
| Q2 2026 | $2M | 56.4K | — | — |
| Q2 2026 | $4.4M | 129.4K | — | — |
| Q2 2026 | $12M | 407.2K | — | — |
| Q1 2026 | $2M | 75.6K | — | — |
| Q1 2026 | $1.5M | 61.1K | — | — |
| Q1 2026 | $376K | 17.5K | — | — |
| Q1 2026 | $1.4M | 55.2K | — | — |
| Q1 2026 | $3.7M | 120.9K | — | — |
| Q1 2026 | $593K | 18.0K | — | — |
| Q1 2026 | $3.9M | 134.8K | — | — |
| Q1 2026 | $4.1M | 131.3K | — | — |
| Q1 2026 | $1.4M | 46.2K | — | — |
| Q1 2026 | $6.9M | 236.2K | — | — |
| Q1 2026 | $10.5M | 409.4K | — | — |
| Q4 2025 | $1.8M | 66.5K | — | — |
| Q4 2025 | $1.7M | 67.8K | — | — |
| Q4 2025 | $345K | 16.5K | — | — |
| Q4 2025 | $1M | 42.0K | — | — |
| Q4 2025 | $3.3M | 120.1K | — | — |
| Q4 2025 | $482K | 14.7K | — | — |
| Q4 2025 | $3.6M | 125.4K | — | — |
| Q4 2025 | $3.6M | 120.2K | — | — |
| Q4 2025 | $1.4M | 46.7K | — | — |
| Q4 2025 | $2.8M | 84.7K | — | — |
| Q4 2025 | $10.4M | 387.2K | — | — |
| Q3 2025 | $1.6M | 60.8K | — | — |
| Q3 2025 | $1.4M | 55.9K | — | — |
| Q3 2025 | $251K | 11.6K | — | — |
| Q3 2025 | $696K | 29.9K | — | — |
| Q3 2025 | $1.9M | 69.9K | — | — |
| Q3 2025 | $351K | 10.5K | — | — |
| Q3 2025 | $3.2M | 114.8K | — | — |
| Q3 2025 | $3.1M | 106.0K | — | — |
| Q3 2025 | $1.3M | 45.0K | — | — |
| Q3 2025 | $2.7M | 85.4K | — | — |
| Q3 2025 | $10.2M | 387.8K | — | — |
| Q3 2025 | $543K | 5.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B