Back to SCHW-PJ
1900 WEALTH MANAGEMENT LLC → SCHW-PJ
1900 WEALTH MANAGEMENT LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
26
Latest value
$2.9M
Q3 2026
Peak value
$13.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q3 2025 | $1.4M |
| Q3 2025 | $10.5M |
| Q3 2025 | $2.5M |
| Q3 2025 | $224K |
| Q4 2025 | $3.5M |
| Q4 2025 | $1.4M |
| Q4 2025 | $11M |
| Q4 2025 | $548K |
| Q4 2025 | $2.7M |
| Q1 2026 | $3.4M |
| Q1 2026 | $1.5M |
| Q1 2026 | $11.9M |
| Q1 2026 | $691K |
| Q1 2026 | $2.7M |
| Q2 2026 | $3.9M |
| Q2 2026 | $1.7M |
| Q2 2026 | $12.9M |
| Q2 2026 | $703K |
| Q2 2026 | $2.8M |
| Q3 2026 | $203K |
| Q3 2026 | $3.8M |
| Q3 2026 | $1.6M |
| Q3 2026 | $13.1M |
| Q3 2026 | $715K |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 104.1K | — | — |
| Q3 2026 | $715K | 22.0K | — | — |
| Q3 2026 | $13.1M | 244.1K | — | — |
| Q3 2026 | $1.6M | 47.1K | — | — |
| Q3 2026 | $3.8M | 126.4K | — | — |
| Q3 2026 | $203K | 2.1K | — | — |
| Q2 2026 | $2.8M | 102.4K | — | — |
| Q2 2026 | $703K | 22.2K | — | — |
| Q2 2026 | $12.9M | 244.3K | — | — |
| Q2 2026 | $1.7M | 47.0K | — | — |
| Q2 2026 | $3.9M | 131.0K | — | — |
| Q1 2026 | $2.7M | 110.4K | — | — |
| Q1 2026 | $691K | 22.5K | — | — |
| Q1 2026 | $11.9M | 244.1K | — | — |
| Q1 2026 | $1.5M | 47.0K | — | — |
| Q1 2026 | $3.4M | 131.0K | — | — |
| Q4 2025 | $2.7M | 110.4K | — | — |
| Q4 2025 | $548K | 20.0K | — | — |
| Q4 2025 | $11M | 244.1K | — | — |
| Q4 2025 | $1.4M | 47.0K | — | — |
| Q4 2025 | $3.5M | 130.7K | — | — |
| Q3 2025 | $224K | 9.5K | — | — |
| Q3 2025 | $2.5M | 107.6K | — | — |
| Q3 2025 | $10.5M | 245.2K | — | — |
| Q3 2025 | $1.4M | 47.0K | — | — |
| Q3 2025 | $3.4M | 129.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B