Back to SCHW-PJ
USAdvisors Wealth Management, LLC → SCHW-PJ
USAdvisors Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$8M
Q3 2026
Peak value
$21.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.7M |
| Q3 2025 | $18.5M |
| Q3 2025 | $6.1M |
| Q4 2025 | $19.2M |
| Q4 2025 | $20.7M |
| Q4 2025 | $6.2M |
| Q1 2026 | $17.5M |
| Q1 2026 | $21.8M |
| Q1 2026 | $7.2M |
| Q2 2026 | $18.6M |
| Q2 2026 | $18M |
| Q2 2026 | $7.6M |
| Q3 2026 | $19.5M |
| Q3 2026 | $17.5M |
| Q3 2026 | $8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8M | 246.2K | — | — |
| Q3 2026 | $17.5M | 524.7K | — | — |
| Q3 2026 | $19.5M | 542.9K | — | — |
| Q2 2026 | $7.6M | 238.2K | — | — |
| Q2 2026 | $18M | 517.4K | — | — |
| Q2 2026 | $18.6M | 548.4K | — | — |
| Q1 2026 | $7.2M | 234.8K | — | — |
| Q1 2026 | $21.8M | 730.7K | — | — |
| Q1 2026 | $17.5M | 624.5K | — | — |
| Q4 2025 | $6.2M | 224.6K | — | — |
| Q4 2025 | $20.7M | 700.1K | — | — |
| Q4 2025 | $19.2M | 590.1K | — | — |
| Q3 2025 | $6.1M | 222.2K | — | — |
| Q3 2025 | $18.5M | 636.6K | — | — |
| Q3 2025 | $17.7M | 554.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B