Back to SCHW-PJ
BALDWIN WEALTH PARTNERS LLC/MA → SCHW-PJ
BALDWIN WEALTH PARTNERS LLC/MA SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
11
Latest value
$39.6M
Q3 2026
Peak value
$39.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.3M |
| Q3 2025 | $418K |
| Q4 2025 | $9.5M |
| Q4 2025 | $282K |
| Q1 2026 | $8.7M |
| Q1 2026 | $270K |
| Q2 2026 | $7.5M |
| Q2 2026 | $311K |
| Q3 2026 | $7.7M |
| Q3 2026 | $315K |
| Q3 2026 | $39.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $39.6M | 1.58M | — | — |
| Q3 2026 | $315K | 10.8K | — | — |
| Q3 2026 | $7.7M | 79.3K | — | — |
| Q2 2026 | $311K | 10.8K | — | — |
| Q2 2026 | $7.5M | 81.6K | — | — |
| Q1 2026 | $270K | 10.8K | — | — |
| Q1 2026 | $8.7M | 93.0K | — | — |
| Q4 2025 | $282K | 10.8K | — | — |
| Q4 2025 | $9.5M | 95.1K | — | — |
| Q3 2025 | $418K | 16.3K | — | — |
| Q3 2025 | $9.3M | 97.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B