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Avidian Wealth Enterprises, LLC → SCHW-PJ
Avidian Wealth Enterprises, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
90
Latest value
$251K
Q3 2026
Peak value
$60.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $571K |
| Q3 2025 | $722K |
| Q3 2025 | $11.2M |
| Q3 2025 | $2.1M |
| Q3 2025 | $1.4M |
| Q3 2025 | $816K |
| Q3 2025 | $2.2M |
| Q3 2025 | $1.1M |
| Q3 2025 | $250K |
| Q3 2025 | $1.1M |
| Q3 2025 | $4.9M |
| Q3 2025 | $4.8M |
| Q3 2025 | $32.1M |
| Q3 2025 | $2.6M |
| Q3 2025 | $51.6M |
| Q3 2025 | $14.1M |
| Q3 2025 | $238K |
| Q3 2025 | $200K |
| Q4 2025 | $598K |
| Q4 2025 | $738K |
| Q4 2025 | $11.4M |
| Q4 2025 | $2.2M |
| Q4 2025 | $1.4M |
| Q4 2025 | $828K |
| Q4 2025 | $2.2M |
| Q4 2025 | $1.1M |
| Q4 2025 | $238K |
| Q4 2025 | $1.2M |
| Q4 2025 | $2.6M |
| Q4 2025 | $4.7M |
| Q4 2025 | $33.6M |
| Q4 2025 | $2.1M |
| Q4 2025 | $54.5M |
| Q4 2025 | $14.4M |
| Q4 2025 | $230K |
| Q4 2025 | $201K |
| Q1 2026 | $1.6M |
| Q1 2026 | $709K |
| Q1 2026 | $10.8M |
| Q1 2026 | $3.1M |
| Q1 2026 | $1.4M |
| Q1 2026 | $864K |
| Q1 2026 | $2.2M |
| Q1 2026 | $1.2M |
| Q1 2026 | $234K |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.6M |
| Q1 2026 | $5.4M |
| Q1 2026 | $31.2M |
| Q1 2026 | $1.9M |
| Q1 2026 | $59.3M |
| Q1 2026 | $15.5M |
| Q1 2026 | $226K |
| Q1 2026 | $207K |
| Q2 2026 | $1.7M |
| Q2 2026 | $818K |
| Q2 2026 | $12.5M |
| Q2 2026 | $3.5M |
| Q2 2026 | $1.6M |
| Q2 2026 | $1M |
| Q2 2026 | $2.7M |
| Q2 2026 | $1.3M |
| Q2 2026 | $258K |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.9M |
| Q2 2026 | $5.2M |
| Q2 2026 | $35.2M |
| Q2 2026 | $1.9M |
| Q2 2026 | $60.4M |
| Q2 2026 | $15.7M |
| Q2 2026 | $220K |
| Q2 2026 | $213K |
| Q3 2026 | $1.9M |
| Q3 2026 | $830K |
| Q3 2026 | $12.6M |
| Q3 2026 | $3.6M |
| Q3 2026 | $1.6M |
| Q3 2026 | $950K |
| Q3 2026 | $2.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $259K |
| Q3 2026 | $1.3M |
| Q3 2026 | $3M |
| Q3 2026 | $6.2M |
| Q3 2026 | $33.7M |
| Q3 2026 | $227K |
| Q3 2026 | $59.9M |
| Q3 2026 | $16.1M |
| Q3 2026 | $550K |
| Q3 2026 | $251K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $251K | 5.0K | — | — |
| Q3 2026 | $550K | 21.9K | — | — |
| Q3 2026 | $16.1M | 672.7K | — | — |
| Q3 2026 | $59.9M | 2.53M | — | — |
| Q3 2026 | $227K | 10.3K | — | — |
| Q3 2026 | $33.7M | 1.23M | — | — |
| Q3 2026 | $6.2M | 191.5K | — | — |
| Q3 2026 | $3M | 95.7K | — | — |
| Q3 2026 | $1.3M | 24.3K | — | — |
| Q3 2026 | $259K | 7.1K | — | — |
| Q3 2026 | $1.3M | 41.8K | — | — |
| Q3 2026 | $2.1M | 64.5K | — | — |
| Q3 2026 | $950K | 27.9K | — | — |
| Q3 2026 | $1.6M | 46.7K | — | — |
| Q3 2026 | $3.6M | 100.0K | — | — |
| Q3 2026 | $12.6M | 420.3K | — | — |
| Q3 2026 | $830K | 28.3K | — | — |
| Q3 2026 | $1.9M | 19.2K | — | — |
| Q2 2026 | $213K | 4.4K | — | — |
| Q2 2026 | $220K | 8.3K | — | — |
| Q2 2026 | $15.7M | 652.3K | — | — |
| Q2 2026 | $60.4M | 2.45M | — | — |
| Q2 2026 | $1.9M | 82.6K | — | — |
| Q2 2026 | $35.2M | 1.27M | — | — |
| Q2 2026 | $5.2M | 164.3K | — | — |
| Q2 2026 | $2.9M | 92.9K | — | — |
| Q2 2026 | $1.3M | 24.2K | — | — |
| Q2 2026 | $258K | 7.1K | — | — |
| Q2 2026 | $1.3M | 40.2K | — | — |
| Q2 2026 | $2.7M | 74.0K | — | — |
| Q2 2026 | $1M | 27.9K | — | — |
| Q2 2026 | $1.6M | 46.2K | — | — |
| Q2 2026 | $3.5M | 102.2K | — | — |
| Q2 2026 | $12.5M | 423.2K | — | — |
| Q2 2026 | $818K | 28.3K | — | — |
| Q2 2026 | $1.7M | 18.0K | — | — |
| Q1 2026 | $207K | 4.4K | — | — |
| Q1 2026 | $226K | 8.5K | — | — |
| Q1 2026 | $15.5M | 637.8K | — | — |
| Q1 2026 | $59.3M | 2.38M | — | — |
| Q1 2026 | $1.9M | 81.5K | — | — |
| Q1 2026 | $31.2M | 1.26M | — | — |
| Q1 2026 | $5.4M | 175.4K | — | — |
| Q1 2026 | $2.6M | 93.5K | — | — |
| Q1 2026 | $1.2M | 23.8K | — | — |
| Q1 2026 | $234K | 7.1K | — | — |
| Q1 2026 | $1.2M | 38.1K | — | — |
| Q1 2026 | $2.2M | 74.8K | — | — |
| Q1 2026 | $864K | 27.9K | — | — |
| Q1 2026 | $1.4M | 46.1K | — | — |
| Q1 2026 | $3.1M | 106.1K | — | — |
| Q1 2026 | $10.8M | 423.1K | — | — |
| Q1 2026 | $709K | 28.2K | — | — |
| Q1 2026 | $1.6M | 16.8K | — | — |
| Q4 2025 | $201K | 4.4K | — | — |
| Q4 2025 | $230K | 8.7K | — | — |
| Q4 2025 | $14.4M | 592.0K | — | — |
| Q4 2025 | $54.5M | 2.17M | — | — |
| Q4 2025 | $2.1M | 88.1K | — | — |
| Q4 2025 | $33.6M | 1.40M | — | — |
| Q4 2025 | $4.7M | 170.4K | — | — |
| Q4 2025 | $2.6M | 95.4K | — | — |
| Q4 2025 | $1.2M | 26.2K | — | — |
| Q4 2025 | $238K | 7.3K | — | — |
| Q4 2025 | $1.1M | 38.1K | — | — |
| Q4 2025 | $2.2M | 78.1K | — | — |
| Q4 2025 | $828K | 27.5K | — | — |
| Q4 2025 | $1.4M | 46.9K | — | — |
| Q4 2025 | $2.2M | 67.2K | — | — |
| Q4 2025 | $11.4M | 422.2K | — | — |
| Q4 2025 | $738K | 28.1K | — | — |
| Q4 2025 | $598K | 6.0K | — | — |
| Q3 2025 | $200K | 4.4K | — | — |
| Q3 2025 | $238K | 8.8K | — | — |
| Q3 2025 | $14.1M | 577.8K | — | — |
| Q3 2025 | $51.6M | 2.05M | — | — |
| Q3 2025 | $2.6M | 109.3K | — | — |
| Q3 2025 | $32.1M | 1.38M | — | — |
| Q3 2025 | $4.8M | 176.4K | — | — |
| Q3 2025 | $4.9M | 187.6K | — | — |
| Q3 2025 | $1.1M | 26.7K | — | — |
| Q3 2025 | $250K | 7.5K | — | — |
| Q3 2025 | $1.1M | 38.1K | — | — |
| Q3 2025 | $2.2M | 78.0K | — | — |
| Q3 2025 | $816K | 27.5K | — | — |
| Q3 2025 | $1.4M | 47.4K | — | — |
| Q3 2025 | $2.1M | 67.2K | — | — |
| Q3 2025 | $11.2M | 425.3K | — | — |
| Q3 2025 | $722K | 28.1K | — | — |
| Q3 2025 | $571K | 6.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B