Back to SCHW-PJ
Acorn Wealth Advisors, LLC → SCHW-PJ
Acorn Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
47
Latest value
$230K
Q3 2026
Peak value
$13.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $6.8M |
| Q3 2025 | $264K |
| Q3 2025 | $3.8M |
| Q3 2025 | $581K |
| Q3 2025 | $610K |
| Q3 2025 | $11.8M |
| Q3 2025 | $928K |
| Q3 2025 | $260K |
| Q4 2025 | $1.3M |
| Q4 2025 | $8.6M |
| Q4 2025 | $259K |
| Q4 2025 | $3.7M |
| Q4 2025 | $547K |
| Q4 2025 | $679K |
| Q4 2025 | $11.1M |
| Q4 2025 | $982K |
| Q4 2025 | $247K |
| Q1 2026 | $1.3M |
| Q1 2026 | $8.2M |
| Q1 2026 | $268K |
| Q1 2026 | $3.9M |
| Q1 2026 | $524K |
| Q1 2026 | $839K |
| Q1 2026 | $12.6M |
| Q1 2026 | $1M |
| Q1 2026 | $243K |
| Q2 2026 | $1.6M |
| Q2 2026 | $11.1M |
| Q2 2026 | $277K |
| Q2 2026 | $4.8M |
| Q2 2026 | $773K |
| Q2 2026 | $917K |
| Q2 2026 | $245K |
| Q2 2026 | $13M |
| Q2 2026 | $1.3M |
| Q2 2026 | $241K |
| Q3 2026 | $1.6M |
| Q3 2026 | $11.9M |
| Q3 2026 | $266K |
| Q3 2026 | $4.4M |
| Q3 2026 | $676K |
| Q3 2026 | $1.1M |
| Q3 2026 | $271K |
| Q3 2026 | $13.6M |
| Q3 2026 | $1.2M |
| Q3 2026 | $230K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $230K | 10.4K | — | — |
| Q3 2026 | $1.2M | 44.7K | — | — |
| Q3 2026 | $13.6M | 417.2K | — | — |
| Q3 2026 | $271K | 5.0K | — | — |
| Q3 2026 | $1.1M | 34.0K | — | — |
| Q3 2026 | $676K | 20.7K | — | — |
| Q3 2026 | $4.4M | 128.4K | — | — |
| Q3 2026 | $266K | 8.0K | — | — |
| Q3 2026 | $11.9M | 331.7K | — | — |
| Q3 2026 | $1.6M | 55.6K | — | — |
| Q2 2026 | $241K | 10.4K | — | — |
| Q2 2026 | $1.3M | 45.5K | — | — |
| Q2 2026 | $13M | 411.3K | — | — |
| Q2 2026 | $245K | 4.6K | — | — |
| Q2 2026 | $917K | 28.9K | — | — |
| Q2 2026 | $773K | 21.4K | — | — |
| Q2 2026 | $4.8M | 129.5K | — | — |
| Q2 2026 | $277K | 8.0K | — | — |
| Q2 2026 | $11.1M | 326.9K | — | — |
| Q2 2026 | $1.6M | 54.4K | — | — |
| Q1 2026 | $243K | 10.5K | — | — |
| Q1 2026 | $1M | 40.8K | — | — |
| Q1 2026 | $12.6M | 409.3K | — | — |
| Q1 2026 | $839K | 26.5K | — | — |
| Q1 2026 | $524K | 18.0K | — | — |
| Q1 2026 | $3.9M | 127.1K | — | — |
| Q1 2026 | $268K | 8.8K | — | — |
| Q1 2026 | $8.2M | 281.5K | — | — |
| Q1 2026 | $1.3M | 50.1K | — | — |
| Q4 2025 | $247K | 10.6K | — | — |
| Q4 2025 | $982K | 40.8K | — | — |
| Q4 2025 | $11.1M | 405.6K | — | — |
| Q4 2025 | $679K | 22.8K | — | — |
| Q4 2025 | $547K | 19.2K | — | — |
| Q4 2025 | $3.7M | 123.9K | — | — |
| Q4 2025 | $259K | 8.8K | — | — |
| Q4 2025 | $8.6M | 262.6K | — | — |
| Q4 2025 | $1.3M | 51.0K | — | — |
| Q3 2025 | $260K | 11.1K | — | — |
| Q3 2025 | $928K | 39.9K | — | — |
| Q3 2025 | $11.8M | 431.3K | — | — |
| Q3 2025 | $610K | 21.8K | — | — |
| Q3 2025 | $581K | 20.8K | — | — |
| Q3 2025 | $3.8M | 128.1K | — | — |
| Q3 2025 | $264K | 9.1K | — | — |
| Q3 2025 | $6.8M | 214.6K | — | — |
| Q3 2025 | $1.4M | 55.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B