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ANGELES WEALTH MANAGEMENT, LLC → SCHW-PJ
ANGELES WEALTH MANAGEMENT, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
62
Latest value
$21K
Q3 2026
Peak value
$91M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $838K |
| Q3 2025 | $2.6M |
| Q3 2025 | $17K |
| Q3 2025 | $69.6M |
| Q3 2025 | $17K |
| Q3 2025 | $17K |
| Q3 2025 | $101K |
| Q3 2025 | $64K |
| Q3 2025 | $1.8M |
| Q3 2025 | $477K |
| Q3 2025 | $1.8M |
| Q4 2025 | $1.1M |
| Q4 2025 | $2.8M |
| Q4 2025 | $17K |
| Q4 2025 | $76.2M |
| Q4 2025 | $17K |
| Q4 2025 | $17K |
| Q4 2025 | $101K |
| Q4 2025 | $68K |
| Q4 2025 | $1.8M |
| Q4 2025 | $479K |
| Q4 2025 | $1.9M |
| Q1 2026 | $1.1M |
| Q1 2026 | $2.7M |
| Q1 2026 | $300K |
| Q1 2026 | $68.7M |
| Q1 2026 | $17K |
| Q1 2026 | $32K |
| Q1 2026 | $107K |
| Q1 2026 | $73K |
| Q1 2026 | $2M |
| Q1 2026 | $536K |
| Q1 2026 | $2M |
| Q1 2026 | $20K |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.2M |
| Q2 2026 | $372K |
| Q2 2026 | $82.1M |
| Q2 2026 | $34K |
| Q2 2026 | $55K |
| Q2 2026 | $111K |
| Q2 2026 | $79K |
| Q2 2026 | $2.2M |
| Q2 2026 | $565K |
| Q2 2026 | $2.3M |
| Q2 2026 | $35K |
| Q2 2026 | $18K |
| Q2 2026 | $2K |
| Q2 2026 | $91K |
| Q3 2026 | $1.2M |
| Q3 2026 | $3.2M |
| Q3 2026 | $380K |
| Q3 2026 | $91M |
| Q3 2026 | $19K |
| Q3 2026 | $36K |
| Q3 2026 | $117K |
| Q3 2026 | $81K |
| Q3 2026 | $2.2M |
| Q3 2026 | $580K |
| Q3 2026 | $2.3M |
| Q3 2026 | $10K |
| Q3 2026 | $21K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21K | 420 | — | — |
| Q3 2026 | $10K | 381 | — | — |
| Q3 2026 | $2.3M | 84.2K | — | — |
| Q3 2026 | $580K | 17.8K | — | — |
| Q3 2026 | $2.2M | 70.7K | — | — |
| Q3 2026 | $81K | 1.5K | — | — |
| Q3 2026 | $117K | 2.8K | — | — |
| Q3 2026 | $36K | 1.1K | — | — |
| Q3 2026 | $19K | 559 | — | — |
| Q3 2026 | $91M | 2.53M | — | — |
| Q3 2026 | $380K | 12.7K | — | — |
| Q3 2026 | $3.2M | 108.8K | — | — |
| Q3 2026 | $1.2M | 12.4K | — | — |
| Q2 2026 | $91K | 1.9K | — | — |
| Q2 2026 | $2K | 92 | — | — |
| Q2 2026 | $18K | 756 | — | — |
| Q2 2026 | $35K | 1.4K | — | — |
| Q2 2026 | $2.3M | 84.2K | — | — |
| Q2 2026 | $565K | 17.8K | — | — |
| Q2 2026 | $2.2M | 70.7K | — | — |
| Q2 2026 | $79K | 1.5K | — | — |
| Q2 2026 | $111K | 2.8K | — | — |
| Q2 2026 | $55K | 1.5K | — | — |
| Q2 2026 | $34K | 934 | — | — |
| Q2 2026 | $82.1M | 2.43M | — | — |
| Q2 2026 | $372K | 12.7K | — | — |
| Q2 2026 | $3.2M | 108.8K | — | — |
| Q2 2026 | $1.2M | 13.3K | — | — |
| Q1 2026 | $20K | 420 | — | — |
| Q1 2026 | $2M | 79.3K | — | — |
| Q1 2026 | $536K | 17.5K | — | — |
| Q1 2026 | $2M | 70.7K | — | — |
| Q1 2026 | $73K | 1.5K | — | — |
| Q1 2026 | $107K | 2.8K | — | — |
| Q1 2026 | $32K | 1.1K | — | — |
| Q1 2026 | $17K | 559 | — | — |
| Q1 2026 | $68.7M | 2.36M | — | — |
| Q1 2026 | $300K | 11.7K | — | — |
| Q1 2026 | $2.7M | 108.8K | — | — |
| Q1 2026 | $1.1M | 11.7K | — | — |
| Q4 2025 | $1.9M | 77.2K | — | — |
| Q4 2025 | $479K | 17.5K | — | — |
| Q4 2025 | $1.8M | 67.5K | — | — |
| Q4 2025 | $68K | 1.5K | — | — |
| Q4 2025 | $101K | 2.8K | — | — |
| Q4 2025 | $17K | 610 | — | — |
| Q4 2025 | $17K | 559 | — | — |
| Q4 2025 | $76.2M | 2.34M | — | — |
| Q4 2025 | $17K | 627 | — | — |
| Q4 2025 | $2.8M | 108.3K | — | — |
| Q4 2025 | $1.1M | 10.6K | — | — |
| Q3 2025 | $1.8M | 75.8K | — | — |
| Q3 2025 | $477K | 17.5K | — | — |
| Q3 2025 | $1.8M | 67.5K | — | — |
| Q3 2025 | $64K | 1.5K | — | — |
| Q3 2025 | $101K | 2.8K | — | — |
| Q3 2025 | $17K | 610 | — | — |
| Q3 2025 | $17K | 559 | — | — |
| Q3 2025 | $69.6M | 2.18M | — | — |
| Q3 2025 | $17K | 627 | — | — |
| Q3 2025 | $2.6M | 100.2K | — | — |
| Q3 2025 | $838K | 8.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B