Back to SCHW-PJ
ALLEN WEALTH MANAGEMENT, LLC → SCHW-PJ
ALLEN WEALTH MANAGEMENT, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
4
Latest value
$33M
Q3 2026
Peak value
$33M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $25M |
| Q1 2026 | $26.8M |
| Q2 2026 | $31.3M |
| Q3 2026 | $33M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $33M | 1.05M | — | — |
| Q2 2026 | $31.3M | 1.01M | — | — |
| Q1 2026 | $26.8M | 962.1K | — | — |
| Q4 2025 | $25M | 918.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B