Back to SCHW-PJ
BIP Wealth, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
61
Latest value
$3.3M
Q3 2026
Peak value
$58M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $351K |
| Q3 2025 | $340K |
| Q3 2025 | $547K |
| Q3 2025 | $510K |
| Q3 2025 | $268K |
| Q3 2025 | $417K |
| Q3 2025 | $553K |
| Q3 2025 | $411K |
| Q3 2025 | $2.2M |
| Q4 2025 | $1.3M |
| Q4 2025 | $667K |
| Q4 2025 | $408K |
| Q4 2025 | $58M |
| Q4 2025 | $272K |
| Q4 2025 | $425K |
| Q4 2025 | $489K |
| Q4 2025 | $426K |
| Q4 2025 | $1.6M |
| Q4 2025 | $2.4M |
| Q1 2026 | $1.3M |
| Q1 2026 | $674K |
| Q1 2026 | $526K |
| Q1 2026 | $56.7M |
| Q1 2026 | $247K |
| Q1 2026 | $509K |
| Q1 2026 | $615K |
| Q1 2026 | $1.7M |
| Q1 2026 | $806K |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.4M |
| Q2 2026 | $8.9M |
| Q2 2026 | $43.2M |
| Q2 2026 | $283K |
| Q2 2026 | $2M |
| Q2 2026 | $11.7M |
| Q2 2026 | $2.6M |
| Q2 2026 | $24.2M |
| Q2 2026 | $328K |
| Q2 2026 | $8.5M |
| Q2 2026 | $1.8M |
| Q2 2026 | $35M |
| Q2 2026 | $3.5M |
| Q2 2026 | $6.2M |
| Q2 2026 | $3.2M |
| Q3 2026 | $1.3M |
| Q3 2026 | $3.5M |
| Q3 2026 | $9.6M |
| Q3 2026 | $46.6M |
| Q3 2026 | $267K |
| Q3 2026 | $1.9M |
| Q3 2026 | $16.1M |
| Q3 2026 | $2.8M |
| Q3 2026 | $24.3M |
| Q3 2026 | $302K |
| Q3 2026 | $8.6M |
| Q3 2026 | $2.4M |
| Q3 2026 | $34.6M |
| Q3 2026 | $3.4M |
| Q3 2026 | $6.4M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 130.4K | — | — |
| Q3 2026 | $6.4M | 268.1K | — | — |
| Q3 2026 | $3.4M | 155.3K | — | — |
| Q3 2026 | $34.6M | 1.26M | — | — |
| Q3 2026 | $2.4M | 72.3K | — | — |
| Q3 2026 | $8.6M | 273.0K | — | — |
| Q3 2026 | $302K | 8.6K | — | — |
| Q3 2026 | $24.3M | 452.0K | — | — |
| Q3 2026 | $2.8M | 66.3K | — | — |
| Q3 2026 | $16.1M | 440.7K | — | — |
| Q3 2026 | $1.9M | 57.9K | — | — |
| Q3 2026 | $267K | 7.9K | — | — |
| Q3 2026 | $46.6M | 1.30M | — | — |
| Q3 2026 | $9.6M | 319.8K | — | — |
| Q3 2026 | $3.5M | 119.7K | — | — |
| Q3 2026 | $1.3M | 13.3K | — | — |
| Q2 2026 | $3.2M | 118.9K | — | — |
| Q2 2026 | $6.2M | 256.0K | — | — |
| Q2 2026 | $3.5M | 152.4K | — | — |
| Q2 2026 | $35M | 1.26M | — | — |
| Q2 2026 | $1.8M | 56.5K | — | — |
| Q2 2026 | $8.5M | 273.7K | — | — |
| Q2 2026 | $328K | 8.6K | — | — |
| Q2 2026 | $24.2M | 458.4K | — | — |
| Q2 2026 | $2.6M | 66.5K | — | — |
| Q2 2026 | $11.7M | 323.0K | — | — |
| Q2 2026 | $2M | 56.5K | — | — |
| Q2 2026 | $283K | 7.7K | — | — |
| Q2 2026 | $43.2M | 1.28M | — | — |
| Q2 2026 | $8.9M | 303.1K | — | — |
| Q2 2026 | $3.4M | 118.2K | — | — |
| Q2 2026 | $1.2M | 13.4K | — | — |
| Q1 2026 | $806K | 32.6K | — | — |
| Q1 2026 | $1.7M | 55.1K | — | — |
| Q1 2026 | $615K | 22.1K | — | — |
| Q1 2026 | $509K | 17.5K | — | — |
| Q1 2026 | $247K | 8.0K | — | — |
| Q1 2026 | $56.7M | 1.95M | — | — |
| Q1 2026 | $526K | 20.5K | — | — |
| Q1 2026 | $674K | 26.9K | — | — |
| Q1 2026 | $1.3M | 13.3K | — | — |
| Q4 2025 | $2.4M | 99.4K | — | — |
| Q4 2025 | $1.6M | 57.9K | — | — |
| Q4 2025 | $426K | 15.6K | — | — |
| Q4 2025 | $489K | 14.9K | — | — |
| Q4 2025 | $425K | 14.9K | — | — |
| Q4 2025 | $272K | 9.1K | — | — |
| Q4 2025 | $58M | 1.78M | — | — |
| Q4 2025 | $408K | 15.2K | — | — |
| Q4 2025 | $667K | 25.4K | — | — |
| Q4 2025 | $1.3M | 12.7K | — | — |
| Q3 2025 | $2.2M | 94.9K | — | — |
| Q3 2025 | $411K | 15.6K | — | — |
| Q3 2025 | $553K | 16.6K | — | — |
| Q3 2025 | $417K | 14.9K | — | — |
| Q3 2025 | $268K | 9.0K | — | — |
| Q3 2025 | $510K | 16.0K | — | — |
| Q3 2025 | $547K | 17.2K | — | — |
| Q3 2025 | $340K | 12.9K | — | — |
| Q3 2025 | $351K | 13.7K | — | — |
| Q3 2025 | $1.2M | 12.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B