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Accel Wealth Management → SCHW-PJ
Accel Wealth Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
13
Latest value
$821K
Q3 2026
Peak value
$17M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $303K |
| Q4 2025 | $13.3M |
| Q4 2025 | $699K |
| Q1 2026 | $289K |
| Q1 2026 | $12M |
| Q1 2026 | $740K |
| Q2 2026 | $329K |
| Q2 2026 | $14.4M |
| Q2 2026 | $828K |
| Q3 2026 | $356K |
| Q3 2026 | $17M |
| Q3 2026 | $291K |
| Q3 2026 | $821K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $821K | 29.9K | — | — |
| Q3 2026 | $291K | 8.9K | — | — |
| Q3 2026 | $17M | 471.8K | — | — |
| Q3 2026 | $356K | 11.9K | — | — |
| Q2 2026 | $828K | 29.9K | — | — |
| Q2 2026 | $14.4M | 425.6K | — | — |
| Q2 2026 | $329K | 11.2K | — | — |
| Q1 2026 | $740K | 29.9K | — | — |
| Q1 2026 | $12M | 411.2K | — | — |
| Q1 2026 | $289K | 11.3K | — | — |
| Q4 2025 | $699K | 29.1K | — | — |
| Q4 2025 | $13.3M | 407.5K | — | — |
| Q4 2025 | $303K | 11.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B