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Blossom Wealth Management → SCHW-PJ
Blossom Wealth Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
26
Latest value
$468K
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q4 2025 | $1.5M |
| Q4 2025 | $2.5M |
| Q4 2025 | $1.9M |
| Q4 2025 | $494K |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.5M |
| Q1 2026 | $2M |
| Q1 2026 | $533K |
| Q1 2026 | $3.8M |
| Q1 2026 | $1.9M |
| Q1 2026 | $508K |
| Q2 2026 | $1.9M |
| Q2 2026 | $1.7M |
| Q2 2026 | $2.5M |
| Q2 2026 | $570K |
| Q2 2026 | $4.3M |
| Q2 2026 | $1.8M |
| Q2 2026 | $468K |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.7M |
| Q3 2026 | $2.3M |
| Q3 2026 | $583K |
| Q3 2026 | $4.2M |
| Q3 2026 | $1.8M |
| Q3 2026 | $468K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $468K | 19.6K | — | — |
| Q3 2026 | $1.8M | 79.5K | — | — |
| Q3 2026 | $4.2M | 154.3K | — | — |
| Q3 2026 | $583K | 16.0K | — | — |
| Q3 2026 | $2.3M | 69.2K | — | — |
| Q3 2026 | $1.7M | 50.4K | — | — |
| Q3 2026 | $1.9M | 64.5K | — | — |
| Q2 2026 | $468K | 19.4K | — | — |
| Q2 2026 | $1.8M | 77.1K | — | — |
| Q2 2026 | $4.3M | 154.1K | — | — |
| Q2 2026 | $570K | 15.7K | — | — |
| Q2 2026 | $2.5M | 68.9K | — | — |
| Q2 2026 | $1.7M | 50.1K | — | — |
| Q2 2026 | $1.9M | 64.6K | — | — |
| Q1 2026 | $508K | 20.9K | — | — |
| Q1 2026 | $1.9M | 83.6K | — | — |
| Q1 2026 | $3.8M | 153.5K | — | — |
| Q1 2026 | $533K | 16.2K | — | — |
| Q1 2026 | $2M | 69.1K | — | — |
| Q1 2026 | $1.5M | 50.1K | — | — |
| Q1 2026 | $1.6M | 64.2K | — | — |
| Q4 2025 | $494K | 20.3K | — | — |
| Q4 2025 | $1.9M | 80.3K | — | — |
| Q4 2025 | $2.5M | 103.5K | — | — |
| Q4 2025 | $1.5M | 51.9K | — | — |
| Q4 2025 | $1.6M | 61.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B