Back to SCHW-PJ
Winthrop Advisory Group LLC → SCHW-PJ
Winthrop Advisory Group LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$11.9M
Q3 2026
Peak value
$74.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $60.2M |
| Q4 2025 | $60.2M |
| Q4 2025 | $4.8M |
| Q4 2025 | $4.8M |
| Q4 2025 | $327K |
| Q4 2025 | $327K |
| Q4 2025 | $10.4M |
| Q4 2025 | $10.4M |
| Q1 2026 | $60.1M |
| Q1 2026 | $4.5M |
| Q1 2026 | $936K |
| Q1 2026 | $11.5M |
| Q2 2026 | $72M |
| Q2 2026 | $5M |
| Q2 2026 | $1.2M |
| Q2 2026 | $11.6M |
| Q3 2026 | $74.4M |
| Q3 2026 | $5.1M |
| Q3 2026 | $1.2M |
| Q3 2026 | $11.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.9M | 365.2K | — | — |
| Q3 2026 | $1.2M | 32.1K | — | — |
| Q3 2026 | $5.1M | 168.8K | — | — |
| Q3 2026 | $74.4M | 2.54M | — | — |
| Q2 2026 | $11.6M | 366.8K | — | — |
| Q2 2026 | $1.2M | 34.6K | — | — |
| Q2 2026 | $5M | 170.7K | — | — |
| Q2 2026 | $72M | 2.49M | — | — |
| Q1 2026 | $11.5M | 374.3K | — | — |
| Q1 2026 | $936K | 32.1K | — | — |
| Q1 2026 | $4.5M | 173.7K | — | — |
| Q1 2026 | $60.1M | 2.40M | — | — |
| Q4 2025 | $10.4M | 380.6K | — | — |
| Q4 2025 | $10.4M | 380.6K | — | — |
| Q4 2025 | $327K | 10.0K | — | — |
| Q4 2025 | $327K | 10.0K | — | — |
| Q4 2025 | $4.8M | 179.2K | — | — |
| Q4 2025 | $4.8M | 179.2K | — | — |
| Q4 2025 | $60.2M | 2.29M | — | — |
| Q4 2025 | $60.2M | 2.29M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B