Back to SCHW-PJ
Blake Schutter Theil Wealth Advisors, LLC → SCHW-PJ
Blake Schutter Theil Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
19
Latest value
$612K
Q3 2026
Peak value
$9.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $450K |
| Q3 2025 | $7.6M |
| Q3 2025 | $890K |
| Q4 2025 | $465K |
| Q4 2025 | $289K |
| Q4 2025 | $8.9M |
| Q4 2025 | $887K |
| Q1 2026 | $476K |
| Q1 2026 | $324K |
| Q1 2026 | $8.8M |
| Q1 2026 | $738K |
| Q2 2026 | $532K |
| Q2 2026 | $341K |
| Q2 2026 | $9.8M |
| Q2 2026 | $721K |
| Q3 2026 | $538K |
| Q3 2026 | $355K |
| Q3 2026 | $8.8M |
| Q3 2026 | $612K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $612K | 25.7K | — | — |
| Q3 2026 | $8.8M | 369.3K | — | — |
| Q3 2026 | $355K | 10.9K | — | — |
| Q3 2026 | $538K | 17.1K | — | — |
| Q2 2026 | $721K | 29.9K | — | — |
| Q2 2026 | $9.8M | 395.6K | — | — |
| Q2 2026 | $341K | 10.8K | — | — |
| Q2 2026 | $532K | 17.1K | — | — |
| Q1 2026 | $738K | 30.4K | — | — |
| Q1 2026 | $8.8M | 351.8K | — | — |
| Q1 2026 | $324K | 10.6K | — | — |
| Q1 2026 | $476K | 17.1K | — | — |
| Q4 2025 | $887K | 36.4K | — | — |
| Q4 2025 | $8.9M | 352.9K | — | — |
| Q4 2025 | $289K | 10.5K | — | — |
| Q4 2025 | $465K | 17.1K | — | — |
| Q3 2025 | $890K | 36.5K | — | — |
| Q3 2025 | $7.6M | 301.4K | — | — |
| Q3 2025 | $450K | 17.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B