Back to SCHW-PJ
Atlas Wealth Partners, LLC → SCHW-PJ
Atlas Wealth Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.3M |
| Q4 2025 | $961K |
| Q4 2025 | $2.6M |
| Q4 2025 | $253K |
| Q1 2026 | $2M |
| Q1 2026 | $933K |
| Q1 2026 | $2.9M |
| Q1 2026 | $252K |
| Q2 2026 | $2.3M |
| Q2 2026 | $1M |
| Q2 2026 | $220K |
| Q2 2026 | $2.9M |
| Q2 2026 | $211K |
| Q3 2026 | $2.5M |
| Q3 2026 | $1M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 94.8K | — | — |
| Q3 2026 | $1M | 30.2K | — | — |
| Q3 2026 | $2.5M | 68.6K | — | — |
| Q2 2026 | $211K | 8.0K | — | — |
| Q2 2026 | $2.9M | 92.1K | — | — |
| Q2 2026 | $220K | 6.1K | — | — |
| Q2 2026 | $1M | 29.2K | — | — |
| Q2 2026 | $2.3M | 67.8K | — | — |
| Q1 2026 | $252K | 9.5K | — | — |
| Q1 2026 | $2.9M | 93.8K | — | — |
| Q1 2026 | $933K | 30.6K | — | — |
| Q1 2026 | $2M | 70.1K | — | — |
| Q4 2025 | $253K | 9.6K | — | — |
| Q4 2025 | $2.6M | 95.3K | — | — |
| Q4 2025 | $961K | 32.4K | — | — |
| Q4 2025 | $2.3M | 69.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B