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Axim Planning & Wealth → SCHW-PJ
Axim Planning & Wealth SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
6
Latest value
$706K
Q3 2026
Peak value
$706K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $201K |
| Q1 2026 | $441K |
| Q2 2026 | $287K |
| Q2 2026 | $651K |
| Q3 2026 | $291K |
| Q3 2026 | $706K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $706K | 21.7K | — | — |
| Q3 2026 | $291K | 8.1K | — | — |
| Q2 2026 | $651K | 20.5K | — | — |
| Q2 2026 | $287K | 8.5K | — | — |
| Q1 2026 | $441K | 14.4K | — | — |
| Q1 2026 | $201K | 6.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B