Back to SCHW-PJ
ADAMSBROWN WEALTH CONSULTANTS LLC → SCHW-PJ
ADAMSBROWN WEALTH CONSULTANTS LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
31
Latest value
$1.1M
Q3 2026
Peak value
$14.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $369K |
| Q3 2025 | $346K |
| Q3 2025 | $1M |
| Q3 2025 | $14.2M |
| Q3 2025 | $13.2M |
| Q3 2025 | $1.7M |
| Q4 2025 | $395K |
| Q4 2025 | $356K |
| Q4 2025 | $1.1M |
| Q4 2025 | $14M |
| Q4 2025 | $12.4M |
| Q4 2025 | $1.8M |
| Q1 2026 | $369K |
| Q1 2026 | $316K |
| Q1 2026 | $1.1M |
| Q1 2026 | $4.9M |
| Q1 2026 | $13.2M |
| Q1 2026 | $2M |
| Q2 2026 | $425K |
| Q2 2026 | $368K |
| Q2 2026 | $1.3M |
| Q2 2026 | $5.2M |
| Q2 2026 | $13.3M |
| Q2 2026 | $2.1M |
| Q3 2026 | $433K |
| Q3 2026 | $391K |
| Q3 2026 | $1.2M |
| Q3 2026 | $5.1M |
| Q3 2026 | $13.5M |
| Q3 2026 | $211K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 51.1K | — | — |
| Q3 2026 | $211K | 7.7K | — | — |
| Q3 2026 | $13.5M | 413.7K | — | — |
| Q3 2026 | $5.1M | 139.1K | — | — |
| Q3 2026 | $1.2M | 35.2K | — | — |
| Q3 2026 | $391K | 10.9K | — | — |
| Q3 2026 | $433K | 14.8K | — | — |
| Q2 2026 | $2.1M | 90.9K | — | — |
| Q2 2026 | $13.3M | 420.9K | — | — |
| Q2 2026 | $5.2M | 142.7K | — | — |
| Q2 2026 | $1.3M | 35.3K | — | — |
| Q2 2026 | $368K | 10.9K | — | — |
| Q2 2026 | $425K | 14.7K | — | — |
| Q1 2026 | $2M | 85.6K | — | — |
| Q1 2026 | $13.2M | 428.8K | — | — |
| Q1 2026 | $4.9M | 147.7K | — | — |
| Q1 2026 | $1.1M | 35.3K | — | — |
| Q1 2026 | $316K | 10.9K | — | — |
| Q1 2026 | $369K | 14.7K | — | — |
| Q4 2025 | $1.8M | 77.2K | — | — |
| Q4 2025 | $12.4M | 452.9K | — | — |
| Q4 2025 | $14M | 428.6K | — | — |
| Q4 2025 | $1.1M | 35.4K | — | — |
| Q4 2025 | $356K | 10.9K | — | — |
| Q4 2025 | $395K | 15.1K | — | — |
| Q3 2025 | $1.7M | 71.1K | — | — |
| Q3 2025 | $13.2M | 484.4K | — | — |
| Q3 2025 | $14.2M | 425.1K | — | — |
| Q3 2025 | $1M | 35.3K | — | — |
| Q3 2025 | $346K | 10.8K | — | — |
| Q3 2025 | $369K | 14.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B