Back to SCHW-PJ
WEST PACES ADVISORS INC. → SCHW-PJ
WEST PACES ADVISORS INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
56
Latest value
$7.4M
Q3 2026
Peak value
$7.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q3 2025 | $37K |
| Q3 2025 | $55K |
| Q3 2025 | $183K |
| Q3 2025 | $855K |
| Q3 2025 | $1.4M |
| Q3 2025 | $2M |
| Q3 2025 | $218K |
| Q3 2025 | $2.2M |
| Q3 2025 | $255K |
| Q3 2025 | $7.9M |
| Q4 2025 | $3.2M |
| Q4 2025 | $38K |
| Q4 2025 | $56K |
| Q4 2025 | $187K |
| Q4 2025 | $869K |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.9M |
| Q4 2025 | $239K |
| Q4 2025 | $2.3M |
| Q4 2025 | $257K |
| Q4 2025 | $7.8M |
| Q1 2026 | $2.5M |
| Q1 2026 | $36K |
| Q1 2026 | $50K |
| Q1 2026 | $192K |
| Q1 2026 | $864K |
| Q1 2026 | $1.4M |
| Q1 2026 | $2M |
| Q1 2026 | $273K |
| Q1 2026 | $2.3M |
| Q1 2026 | $151K |
| Q1 2026 | $7.5M |
| Q2 2026 | $60K |
| Q2 2026 | $2.8M |
| Q2 2026 | $41K |
| Q2 2026 | $58K |
| Q2 2026 | $219K |
| Q2 2026 | $1M |
| Q2 2026 | $1.5M |
| Q2 2026 | $2.2M |
| Q2 2026 | $282K |
| Q2 2026 | $2.5M |
| Q2 2026 | $124K |
| Q2 2026 | $7.1M |
| Q3 2026 | $61K |
| Q3 2026 | $2.9M |
| Q3 2026 | $46K |
| Q3 2026 | $68K |
| Q3 2026 | $210K |
| Q3 2026 | $915K |
| Q3 2026 | $1.4M |
| Q3 2026 | $2.1M |
| Q3 2026 | $283K |
| Q3 2026 | $2.7M |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 149.0K | — | — |
| Q3 2026 | $2.7M | 98.1K | — | — |
| Q3 2026 | $283K | 8.7K | — | — |
| Q3 2026 | $2.1M | 58.5K | — | — |
| Q3 2026 | $1.4M | 41.9K | — | — |
| Q3 2026 | $915K | 26.9K | — | — |
| Q3 2026 | $210K | 6.3K | — | — |
| Q3 2026 | $68K | 1.9K | — | — |
| Q3 2026 | $46K | 1.5K | — | — |
| Q3 2026 | $2.9M | 97.7K | — | — |
| Q3 2026 | $61K | 622 | — | — |
| Q2 2026 | $7.1M | 148.1K | — | — |
| Q2 2026 | $124K | 5.0K | — | — |
| Q2 2026 | $2.5M | 92.0K | — | — |
| Q2 2026 | $282K | 8.9K | — | — |
| Q2 2026 | $2.2M | 59.3K | — | — |
| Q2 2026 | $1.5M | 42.8K | — | — |
| Q2 2026 | $1M | 27.5K | — | — |
| Q2 2026 | $219K | 6.3K | — | — |
| Q2 2026 | $58K | 1.7K | — | — |
| Q2 2026 | $41K | 1.4K | — | — |
| Q2 2026 | $2.8M | 97.2K | — | — |
| Q2 2026 | $60K | 645 | — | — |
| Q1 2026 | $7.5M | 160.6K | — | — |
| Q1 2026 | $151K | 6.0K | — | — |
| Q1 2026 | $2.3M | 93.9K | — | — |
| Q1 2026 | $273K | 8.9K | — | — |
| Q1 2026 | $2M | 60.0K | — | — |
| Q1 2026 | $1.4M | 46.6K | — | — |
| Q1 2026 | $864K | 27.9K | — | — |
| Q1 2026 | $192K | 6.3K | — | — |
| Q1 2026 | $50K | 1.7K | — | — |
| Q1 2026 | $36K | 1.4K | — | — |
| Q1 2026 | $2.5M | 98.6K | — | — |
| Q4 2025 | $7.8M | 170.8K | — | — |
| Q4 2025 | $257K | 10.3K | — | — |
| Q4 2025 | $2.3M | 94.6K | — | — |
| Q4 2025 | $239K | 8.7K | — | — |
| Q4 2025 | $1.9M | 58.6K | — | — |
| Q4 2025 | $1.4M | 48.3K | — | — |
| Q4 2025 | $869K | 28.9K | — | — |
| Q4 2025 | $187K | 6.3K | — | — |
| Q4 2025 | $56K | 1.7K | — | — |
| Q4 2025 | $38K | 1.4K | — | — |
| Q4 2025 | $3.2M | 121.3K | — | — |
| Q3 2025 | $7.9M | 173.9K | — | — |
| Q3 2025 | $255K | 10.1K | — | — |
| Q3 2025 | $2.2M | 94.6K | — | — |
| Q3 2025 | $218K | 8.0K | — | — |
| Q3 2025 | $2M | 58.5K | — | — |
| Q3 2025 | $1.4M | 49.1K | — | — |
| Q3 2025 | $855K | 28.9K | — | — |
| Q3 2025 | $183K | 6.3K | — | — |
| Q3 2025 | $55K | 1.7K | — | — |
| Q3 2025 | $37K | 1.4K | — | — |
| Q3 2025 | $3.2M | 123.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B