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BARLOW WEALTH PARTNERS, LLC → SCHW-PJ
BARLOW WEALTH PARTNERS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
11
Latest value
$305K
Q3 2026
Peak value
$25.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $498K |
| Q4 2025 | $517K |
| Q4 2025 | $511K |
| Q1 2026 | $22.5M |
| Q1 2026 | $507K |
| Q2 2026 | $25.3M |
| Q2 2026 | $660K |
| Q2 2026 | $302K |
| Q3 2026 | $24.4M |
| Q3 2026 | $712K |
| Q3 2026 | $305K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $305K | 11.1K | — | — |
| Q3 2026 | $712K | 19.3K | — | — |
| Q3 2026 | $24.4M | 252.5K | — | — |
| Q2 2026 | $302K | 11.1K | — | — |
| Q2 2026 | $660K | 19.3K | — | — |
| Q2 2026 | $25.3M | 248.9K | — | — |
| Q1 2026 | $507K | 15.5K | — | — |
| Q1 2026 | $22.5M | 244.0K | — | — |
| Q4 2025 | $511K | 15.5K | — | — |
| Q4 2025 | $517K | 5.2K | — | — |
| Q3 2025 | $498K | 15.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B