Back to SCHW-PJ
Aprio Wealth Management, LLC → SCHW-PJ
Aprio Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
35
Latest value
$12M
Q3 2026
Peak value
$41.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $397K |
| Q3 2025 | $263K |
| Q3 2025 | $1.3M |
| Q3 2025 | $251K |
| Q3 2025 | $2.7M |
| Q3 2025 | $2.2M |
| Q4 2025 | $1.1M |
| Q4 2025 | $284K |
| Q4 2025 | $1.4M |
| Q4 2025 | $253K |
| Q4 2025 | $5.4M |
| Q4 2025 | $2.2M |
| Q1 2026 | $1M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.1M |
| Q1 2026 | $247K |
| Q1 2026 | $7.3M |
| Q1 2026 | $2.3M |
| Q1 2026 | $1.1M |
| Q2 2026 | $1M |
| Q2 2026 | $10.9M |
| Q2 2026 | $1.3M |
| Q2 2026 | $283K |
| Q2 2026 | $241K |
| Q2 2026 | $11.8M |
| Q2 2026 | $2.8M |
| Q2 2026 | $2.2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $41.8M |
| Q3 2026 | $1.4M |
| Q3 2026 | $271K |
| Q3 2026 | $956K |
| Q3 2026 | $22.7M |
| Q3 2026 | $4.5M |
| Q3 2026 | $12M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12M | 437.5K | — | — |
| Q3 2026 | $4.5M | 137.5K | — | — |
| Q3 2026 | $22.7M | 421.9K | — | — |
| Q3 2026 | $956K | 22.8K | — | — |
| Q3 2026 | $271K | 8.1K | — | — |
| Q3 2026 | $1.4M | 37.9K | — | — |
| Q3 2026 | $41.8M | 1.39M | — | — |
| Q3 2026 | $1.2M | 11.8K | — | — |
| Q2 2026 | $2.2M | 77.7K | — | — |
| Q2 2026 | $2.8M | 88.2K | — | — |
| Q2 2026 | $11.8M | 223.0K | — | — |
| Q2 2026 | $241K | 6.1K | — | — |
| Q2 2026 | $283K | 8.1K | — | — |
| Q2 2026 | $1.3M | 38.6K | — | — |
| Q2 2026 | $10.9M | 371.2K | — | — |
| Q2 2026 | $1M | 11.3K | — | — |
| Q1 2026 | $1.1M | 42.5K | — | — |
| Q1 2026 | $2.3M | 75.5K | — | — |
| Q1 2026 | $7.3M | 149.6K | — | — |
| Q1 2026 | $247K | 8.1K | — | — |
| Q1 2026 | $1.1M | 38.8K | — | — |
| Q1 2026 | $1.3M | 51.0K | — | — |
| Q1 2026 | $1M | 11.1K | — | — |
| Q4 2025 | $2.2M | 79.2K | — | — |
| Q4 2025 | $5.4M | 86.6K | — | — |
| Q4 2025 | $253K | 8.5K | — | — |
| Q4 2025 | $1.4M | 41.4K | — | — |
| Q4 2025 | $284K | 10.6K | — | — |
| Q4 2025 | $1.1M | 11.0K | — | — |
| Q3 2025 | $2.2M | 78.8K | — | — |
| Q3 2025 | $2.7M | 62.8K | — | — |
| Q3 2025 | $251K | 8.6K | — | — |
| Q3 2025 | $1.3M | 41.2K | — | — |
| Q3 2025 | $263K | 10.0K | — | — |
| Q3 2025 | $397K | 4.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B