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Westover Capital Advisors, LLC → SCHW-PJ
Westover Capital Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
32
Latest value
$10.4M
Q3 2026
Peak value
$15.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $5.4M |
| Q3 2025 | $12M |
| Q3 2025 | $335K |
| Q3 2025 | $11.2M |
| Q3 2025 | $10.7M |
| Q4 2025 | $2.1M |
| Q4 2025 | $5.5M |
| Q4 2025 | $12.6M |
| Q4 2025 | $348K |
| Q4 2025 | $11.9M |
| Q4 2025 | $10.4M |
| Q1 2026 | $2.4M |
| Q1 2026 | $6.1M |
| Q1 2026 | $13.9M |
| Q1 2026 | $346K |
| Q1 2026 | $12.2M |
| Q1 2026 | $10.7M |
| Q2 2026 | $2.4M |
| Q2 2026 | $203K |
| Q2 2026 | $6.5M |
| Q2 2026 | $15.1M |
| Q2 2026 | $372K |
| Q2 2026 | $12.2M |
| Q2 2026 | $11.1M |
| Q3 2026 | $3M |
| Q3 2026 | $206K |
| Q3 2026 | $7.5M |
| Q3 2026 | $15.8M |
| Q3 2026 | $346K |
| Q3 2026 | $736K |
| Q3 2026 | $10.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.4M | 413.2K | — | — |
| Q3 2026 | $736K | 30.8K | — | — |
| Q3 2026 | $346K | 11.0K | — | — |
| Q3 2026 | $15.8M | 294.4K | — | — |
| Q3 2026 | $7.5M | 178.3K | — | — |
| Q3 2026 | $206K | 7.0K | — | — |
| Q3 2026 | $3M | 31.0K | — | — |
| Q2 2026 | $11.1M | 418.8K | — | — |
| Q2 2026 | $12.2M | 507.2K | — | — |
| Q2 2026 | $372K | 12.0K | — | — |
| Q2 2026 | $15.1M | 285.3K | — | — |
| Q2 2026 | $6.5M | 164.7K | — | — |
| Q2 2026 | $203K | 7.0K | — | — |
| Q2 2026 | $2.4M | 25.5K | — | — |
| Q1 2026 | $10.7M | 403.7K | — | — |
| Q1 2026 | $12.2M | 503.6K | — | — |
| Q1 2026 | $346K | 12.4K | — | — |
| Q1 2026 | $13.9M | 284.2K | — | — |
| Q1 2026 | $6.1M | 159.7K | — | — |
| Q1 2026 | $2.4M | 25.8K | — | — |
| Q4 2025 | $10.4M | 391.5K | — | — |
| Q4 2025 | $11.9M | 488.6K | — | — |
| Q4 2025 | $348K | 12.8K | — | — |
| Q4 2025 | $12.6M | 279.2K | — | — |
| Q4 2025 | $5.5M | 153.5K | — | — |
| Q4 2025 | $2.1M | 21.4K | — | — |
| Q3 2025 | $10.7M | 396.5K | — | — |
| Q3 2025 | $11.2M | 460.7K | — | — |
| Q3 2025 | $335K | 12.7K | — | — |
| Q3 2025 | $12M | 278.7K | — | — |
| Q3 2025 | $5.4M | 148.2K | — | — |
| Q3 2025 | $1.4M | 15.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B