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Balboa Wealth Partners → SCHW-PJ
Balboa Wealth Partners SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
48
Latest value
$716K
Q3 2026
Peak value
$9.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $942K |
| Q3 2025 | $209K |
| Q3 2025 | $667K |
| Q3 2025 | $912K |
| Q3 2025 | $550K |
| Q4 2025 | $982K |
| Q4 2025 | $213K |
| Q4 2025 | $1.3M |
| Q4 2025 | $329K |
| Q4 2025 | $857K |
| Q4 2025 | $614K |
| Q4 2025 | $291K |
| Q4 2025 | $477K |
| Q1 2026 | $790K |
| Q1 2026 | $204K |
| Q1 2026 | $1.5M |
| Q1 2026 | $243K |
| Q1 2026 | $439K |
| Q1 2026 | $931K |
| Q1 2026 | $689K |
| Q1 2026 | $294K |
| Q1 2026 | $474K |
| Q2 2026 | $583K |
| Q2 2026 | $249K |
| Q2 2026 | $7.8M |
| Q2 2026 | $258K |
| Q2 2026 | $401K |
| Q2 2026 | $2.7M |
| Q2 2026 | $1.8M |
| Q2 2026 | $830K |
| Q2 2026 | $2.8M |
| Q2 2026 | $5.1M |
| Q2 2026 | $725K |
| Q2 2026 | $375K |
| Q2 2026 | $602K |
| Q3 2026 | $634K |
| Q3 2026 | $250K |
| Q3 2026 | $9.3M |
| Q3 2026 | $281K |
| Q3 2026 | $377K |
| Q3 2026 | $2.8M |
| Q3 2026 | $1.7M |
| Q3 2026 | $851K |
| Q3 2026 | $3.3M |
| Q3 2026 | $5.9M |
| Q3 2026 | $786K |
| Q3 2026 | $477K |
| Q3 2026 | $716K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $716K | 14.4K | — | — |
| Q3 2026 | $477K | 20.0K | — | — |
| Q3 2026 | $786K | 35.6K | — | — |
| Q3 2026 | $5.9M | 269.0K | — | — |
| Q3 2026 | $3.3M | 120.3K | — | — |
| Q3 2026 | $851K | 26.2K | — | — |
| Q3 2026 | $1.7M | 47.3K | — | — |
| Q3 2026 | $2.8M | 85.8K | — | — |
| Q3 2026 | $377K | 11.1K | — | — |
| Q3 2026 | $281K | 7.8K | — | — |
| Q3 2026 | $9.3M | 309.6K | — | — |
| Q3 2026 | $250K | 8.5K | — | — |
| Q3 2026 | $634K | 6.5K | — | — |
| Q2 2026 | $602K | 12.5K | — | — |
| Q2 2026 | $375K | 15.5K | — | — |
| Q2 2026 | $725K | 30.6K | — | — |
| Q2 2026 | $5.1M | 219.2K | — | — |
| Q2 2026 | $2.8M | 102.2K | — | — |
| Q2 2026 | $830K | 26.2K | — | — |
| Q2 2026 | $1.8M | 48.5K | — | — |
| Q2 2026 | $2.7M | 74.3K | — | — |
| Q2 2026 | $401K | 10.9K | — | — |
| Q2 2026 | $258K | 7.6K | — | — |
| Q2 2026 | $7.8M | 266.6K | — | — |
| Q2 2026 | $249K | 8.6K | — | — |
| Q2 2026 | $583K | 6.3K | — | — |
| Q1 2026 | $474K | 20.4K | — | — |
| Q1 2026 | $294K | 11.9K | — | — |
| Q1 2026 | $689K | 22.4K | — | — |
| Q1 2026 | $931K | 28.2K | — | — |
| Q1 2026 | $439K | 15.1K | — | — |
| Q1 2026 | $243K | 7.8K | — | — |
| Q1 2026 | $1.5M | 58.9K | — | — |
| Q1 2026 | $204K | 8.1K | — | — |
| Q1 2026 | $790K | 8.4K | — | — |
| Q4 2025 | $477K | 20.4K | — | — |
| Q4 2025 | $291K | 12.1K | — | — |
| Q4 2025 | $614K | 22.4K | — | — |
| Q4 2025 | $857K | 26.2K | — | — |
| Q4 2025 | $329K | 11.6K | — | — |
| Q4 2025 | $1.3M | 48.4K | — | — |
| Q4 2025 | $213K | 8.1K | — | — |
| Q4 2025 | $982K | 9.8K | — | — |
| Q3 2025 | $550K | 20.2K | — | — |
| Q3 2025 | $912K | 27.3K | — | — |
| Q3 2025 | $667K | 25.3K | — | — |
| Q3 2025 | $209K | 8.1K | — | — |
| Q3 2025 | $942K | 9.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B