Back to SCHW-PJ
Westbourne Investment Advisors, Inc. → SCHW-PJ
Westbourne Investment Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$6.6M
Q3 2026
Peak value
$12.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.2M |
| Q4 2025 | $7.4M |
| Q4 2025 | $5.4M |
| Q1 2026 | $11.5M |
| Q1 2026 | $6.8M |
| Q1 2026 | $5.8M |
| Q2 2026 | $11.3M |
| Q2 2026 | $8.1M |
| Q2 2026 | $6.7M |
| Q3 2026 | $11.6M |
| Q3 2026 | $8.8M |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 197.4K | — | — |
| Q3 2026 | $8.8M | 246.3K | — | — |
| Q3 2026 | $11.6M | 118.7K | — | — |
| Q2 2026 | $6.7M | 191.5K | — | — |
| Q2 2026 | $8.1M | 238.9K | — | — |
| Q2 2026 | $11.3M | 122.5K | — | — |
| Q1 2026 | $5.8M | 189.3K | — | — |
| Q1 2026 | $6.8M | 235.1K | — | — |
| Q1 2026 | $11.5M | 122.0K | — | — |
| Q4 2025 | $5.4M | 182.6K | — | — |
| Q4 2025 | $7.4M | 225.7K | — | — |
| Q4 2025 | $12.2M | 122.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B