Back to SCHW-PJ
Altus Wealth Group LLC → SCHW-PJ
Altus Wealth Group LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
17
Latest value
$927K
Q3 2026
Peak value
$3.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q4 2025 | $3.3M |
| Q4 2025 | $324K |
| Q4 2025 | $1.1M |
| Q1 2026 | $1M |
| Q1 2026 | $3.2M |
| Q1 2026 | $328K |
| Q1 2026 | $979K |
| Q1 2026 | $225K |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.7M |
| Q2 2026 | $390K |
| Q2 2026 | $935K |
| Q3 2026 | $1.2M |
| Q3 2026 | $3.3M |
| Q3 2026 | $365K |
| Q3 2026 | $927K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $927K | 28.5K | — | — |
| Q3 2026 | $365K | 10.7K | — | — |
| Q3 2026 | $3.3M | 100.5K | — | — |
| Q3 2026 | $1.2M | 41.3K | — | — |
| Q2 2026 | $935K | 29.5K | — | — |
| Q2 2026 | $390K | 10.6K | — | — |
| Q2 2026 | $3.7M | 105.4K | — | — |
| Q2 2026 | $1.2M | 41.2K | — | — |
| Q1 2026 | $225K | 9.7K | — | — |
| Q1 2026 | $979K | 31.9K | — | — |
| Q1 2026 | $328K | 10.6K | — | — |
| Q1 2026 | $3.2M | 104.3K | — | — |
| Q1 2026 | $1M | 41.1K | — | — |
| Q4 2025 | $1.1M | 39.3K | — | — |
| Q4 2025 | $324K | 10.8K | — | — |
| Q4 2025 | $3.3M | 110.8K | — | — |
| Q4 2025 | $1.1M | 41.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B