Back to SCHW-PJ
Arista Wealth Management, LLC → SCHW-PJ
Arista Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
23
Latest value
$2.2M
Q3 2026
Peak value
$20.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $294K |
| Q3 2025 | $1.6M |
| Q3 2025 | $742K |
| Q4 2025 | $300K |
| Q4 2025 | $1.6M |
| Q4 2025 | $753K |
| Q1 2026 | $574K |
| Q1 2026 | $298K |
| Q1 2026 | $9.4M |
| Q1 2026 | $775K |
| Q1 2026 | $1.1M |
| Q1 2026 | $2.2M |
| Q2 2026 | $554K |
| Q2 2026 | $343K |
| Q2 2026 | $15.6M |
| Q2 2026 | $923K |
| Q2 2026 | $1.2M |
| Q2 2026 | $2.4M |
| Q3 2026 | $347K |
| Q3 2026 | $20.1M |
| Q3 2026 | $852K |
| Q3 2026 | $1.1M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 41.6K | — | — |
| Q3 2026 | $1.1M | 27.4K | — | — |
| Q3 2026 | $852K | 25.0K | — | — |
| Q3 2026 | $20.1M | 559.0K | — | — |
| Q3 2026 | $347K | 11.9K | — | — |
| Q2 2026 | $2.4M | 44.7K | — | — |
| Q2 2026 | $1.2M | 29.3K | — | — |
| Q2 2026 | $923K | 25.0K | — | — |
| Q2 2026 | $15.6M | 460.2K | — | — |
| Q2 2026 | $343K | 11.9K | — | — |
| Q2 2026 | $554K | 6.0K | — | — |
| Q1 2026 | $2.2M | 45.9K | — | — |
| Q1 2026 | $1.1M | 29.3K | — | — |
| Q1 2026 | $775K | 25.0K | — | — |
| Q1 2026 | $9.4M | 321.5K | — | — |
| Q1 2026 | $298K | 11.9K | — | — |
| Q1 2026 | $574K | 6.1K | — | — |
| Q4 2025 | $753K | 25.0K | — | — |
| Q4 2025 | $1.6M | 50.5K | — | — |
| Q4 2025 | $300K | 11.5K | — | — |
| Q3 2025 | $742K | 25.0K | — | — |
| Q3 2025 | $1.6M | 50.4K | — | — |
| Q3 2025 | $294K | 11.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B