Back to SCHW-PJ
Athena Wealth Management, LLC → SCHW-PJ
Athena Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
9
Latest value
$232K
Q3 2026
Peak value
$1.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $734K |
| Q4 2025 | $285K |
| Q4 2025 | $335K |
| Q1 2026 | $1M |
| Q1 2026 | $210K |
| Q2 2026 | $1.5M |
| Q2 2026 | $231K |
| Q3 2026 | $1.7M |
| Q3 2026 | $232K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $232K | 6.4K | — | — |
| Q3 2026 | $1.7M | 17.3K | — | — |
| Q2 2026 | $231K | 6.4K | — | — |
| Q2 2026 | $1.5M | 16.6K | — | — |
| Q1 2026 | $210K | 6.4K | — | — |
| Q1 2026 | $1M | 11.1K | — | — |
| Q4 2025 | $335K | 12.2K | — | — |
| Q4 2025 | $285K | 8.7K | — | — |
| Q4 2025 | $734K | 7.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B