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Aletheian Wealth Advisors LLC → SCHW-PJ
Aletheian Wealth Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $665K |
| Q3 2025 | $849K |
| Q3 2025 | $853K |
| Q3 2025 | $2.2M |
| Q1 2026 | $630K |
| Q1 2026 | $840K |
| Q1 2026 | $790K |
| Q1 2026 | $2.4M |
| Q2 2026 | $639K |
| Q2 2026 | $837K |
| Q2 2026 | $870K |
| Q2 2026 | $2.4M |
| Q3 2026 | $647K |
| Q3 2026 | $800K |
| Q3 2026 | $803K |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 104.5K | — | — |
| Q3 2026 | $803K | 36.4K | — | — |
| Q3 2026 | $800K | 36.2K | — | — |
| Q3 2026 | $647K | 22.1K | — | — |
| Q2 2026 | $2.4M | 90.3K | — | — |
| Q2 2026 | $870K | 36.8K | — | — |
| Q2 2026 | $837K | 36.2K | — | — |
| Q2 2026 | $639K | 22.1K | — | — |
| Q1 2026 | $2.4M | 89.2K | — | — |
| Q1 2026 | $790K | 36.8K | — | — |
| Q1 2026 | $840K | 36.2K | — | — |
| Q1 2026 | $630K | 25.1K | — | — |
| Q3 2025 | $2.2M | 83.4K | — | — |
| Q3 2025 | $853K | 39.6K | — | — |
| Q3 2025 | $849K | 36.2K | — | — |
| Q3 2025 | $665K | 25.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B