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Balance Wealth Partners LLC → SCHW-PJ
Balance Wealth Partners LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
17
Latest value
$13K
Q3 2026
Peak value
$14.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $14.2M |
| Q4 2025 | $397K |
| Q1 2026 | $9.8M |
| Q1 2026 | $404K |
| Q2 2026 | $11.4M |
| Q2 2026 | $439K |
| Q3 2026 | $20K |
| Q3 2026 | $72K |
| Q3 2026 | $10.8M |
| Q3 2026 | $9K |
| Q3 2026 | $374K |
| Q3 2026 | $128K |
| Q3 2026 | $42K |
| Q3 2026 | $20K |
| Q3 2026 | $51K |
| Q3 2026 | $3K |
| Q3 2026 | $13K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13K | 522 | — | — |
| Q3 2026 | $3K | 141 | — | — |
| Q3 2026 | $51K | 1.9K | — | — |
| Q3 2026 | $20K | 600 | — | — |
| Q3 2026 | $42K | 1.2K | — | — |
| Q3 2026 | $128K | 3.9K | — | — |
| Q3 2026 | $374K | 11.0K | — | — |
| Q3 2026 | $9K | 246 | — | — |
| Q3 2026 | $10.8M | 359.0K | — | — |
| Q3 2026 | $72K | 2.4K | — | — |
| Q3 2026 | $20K | 203 | — | — |
| Q2 2026 | $439K | 11.9K | — | — |
| Q2 2026 | $11.4M | 386.2K | — | — |
| Q1 2026 | $404K | 13.0K | — | — |
| Q1 2026 | $9.8M | 382.3K | — | — |
| Q4 2025 | $397K | 13.2K | — | — |
| Q4 2025 | $14.2M | 526.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B