Back to SCHW-PJ
Uptown Financial Advisors LLC → SCHW-PJ
Uptown Financial Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$283K
Q3 2026
Peak value
$5.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $374K |
| Q4 2025 | $624K |
| Q4 2025 | $366K |
| Q4 2025 | $3.8M |
| Q4 2025 | $289K |
| Q1 2026 | $334K |
| Q1 2026 | $621K |
| Q1 2026 | $391K |
| Q1 2026 | $4.6M |
| Q1 2026 | $280K |
| Q2 2026 | $388K |
| Q2 2026 | $708K |
| Q2 2026 | $404K |
| Q2 2026 | $5M |
| Q2 2026 | $287K |
| Q3 2026 | $412K |
| Q3 2026 | $683K |
| Q3 2026 | $490K |
| Q3 2026 | $5.1M |
| Q3 2026 | $283K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $283K | 5.7K | — | — |
| Q3 2026 | $5.1M | 184.2K | — | — |
| Q3 2026 | $490K | 15.1K | — | — |
| Q3 2026 | $683K | 20.5K | — | — |
| Q3 2026 | $412K | 11.5K | — | — |
| Q2 2026 | $287K | 6.0K | — | — |
| Q2 2026 | $5M | 181.2K | — | — |
| Q2 2026 | $404K | 12.8K | — | — |
| Q2 2026 | $708K | 20.4K | — | — |
| Q2 2026 | $388K | 11.5K | — | — |
| Q1 2026 | $280K | 6.0K | — | — |
| Q1 2026 | $4.6M | 185.1K | — | — |
| Q1 2026 | $391K | 12.8K | — | — |
| Q1 2026 | $621K | 20.4K | — | — |
| Q1 2026 | $334K | 11.5K | — | — |
| Q4 2025 | $289K | 6.3K | — | — |
| Q4 2025 | $3.8M | 159.0K | — | — |
| Q4 2025 | $366K | 13.3K | — | — |
| Q4 2025 | $624K | 21.1K | — | — |
| Q4 2025 | $374K | 11.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B