Back to SCHW-PJ
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → SCHW-PJ
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
52
Latest value
$598K
Q3 2026
Peak value
$22.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $21K |
| Q4 2025 | $15.9M |
| Q4 2025 | $22M |
| Q4 2025 | $2.3M |
| Q4 2025 | $4.3M |
| Q4 2025 | $4.1M |
| Q4 2025 | $5.1M |
| Q4 2025 | $552K |
| Q4 2025 | $2.4M |
| Q4 2025 | $526K |
| Q4 2025 | $21K |
| Q4 2025 | $5K |
| Q4 2025 | $525K |
| Q1 2026 | $22K |
| Q1 2026 | $15M |
| Q1 2026 | $20.9M |
| Q1 2026 | $2.1M |
| Q1 2026 | $4.3M |
| Q1 2026 | $4.2M |
| Q1 2026 | $5.2M |
| Q1 2026 | $551K |
| Q1 2026 | $2.6M |
| Q1 2026 | $584K |
| Q1 2026 | $20K |
| Q1 2026 | $5K |
| Q1 2026 | $562K |
| Q2 2026 | $20K |
| Q2 2026 | $16.2M |
| Q2 2026 | $22.8M |
| Q2 2026 | $2.5M |
| Q2 2026 | $4.8M |
| Q2 2026 | $5M |
| Q2 2026 | $6.4M |
| Q2 2026 | $599K |
| Q2 2026 | $2.7M |
| Q2 2026 | $665K |
| Q2 2026 | $20K |
| Q2 2026 | $5K |
| Q2 2026 | $580K |
| Q3 2026 | $21K |
| Q3 2026 | $16.9M |
| Q3 2026 | $22.9M |
| Q3 2026 | $2.6M |
| Q3 2026 | $4.9M |
| Q3 2026 | $4.6M |
| Q3 2026 | $5.7M |
| Q3 2026 | $602K |
| Q3 2026 | $2.7M |
| Q3 2026 | $675K |
| Q3 2026 | $20K |
| Q3 2026 | $5K |
| Q3 2026 | $598K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $598K | 12.0K | — | — |
| Q3 2026 | $5K | 185 | — | — |
| Q3 2026 | $20K | 844 | — | — |
| Q3 2026 | $675K | 24.6K | — | — |
| Q3 2026 | $2.7M | 83.8K | — | — |
| Q3 2026 | $602K | 16.5K | — | — |
| Q3 2026 | $5.7M | 175.1K | — | — |
| Q3 2026 | $4.6M | 135.2K | — | — |
| Q3 2026 | $4.9M | 145.8K | — | — |
| Q3 2026 | $2.6M | 72.7K | — | — |
| Q3 2026 | $22.9M | 763.1K | — | — |
| Q3 2026 | $16.9M | 576.0K | — | — |
| Q3 2026 | $21K | 215 | — | — |
| Q2 2026 | $580K | 12.1K | — | — |
| Q2 2026 | $5K | 182 | — | — |
| Q2 2026 | $20K | 844 | — | — |
| Q2 2026 | $665K | 24.0K | — | — |
| Q2 2026 | $2.7M | 84.8K | — | — |
| Q2 2026 | $599K | 16.5K | — | — |
| Q2 2026 | $6.4M | 177.3K | — | — |
| Q2 2026 | $5M | 136.6K | — | — |
| Q2 2026 | $4.8M | 139.3K | — | — |
| Q2 2026 | $2.5M | 73.2K | — | — |
| Q2 2026 | $22.8M | 775.1K | — | — |
| Q2 2026 | $16.2M | 559.0K | — | — |
| Q2 2026 | $20K | 215 | — | — |
| Q1 2026 | $562K | 12.0K | — | — |
| Q1 2026 | $5K | 182 | — | — |
| Q1 2026 | $20K | 844 | — | — |
| Q1 2026 | $584K | 23.6K | — | — |
| Q1 2026 | $2.6M | 86.0K | — | — |
| Q1 2026 | $551K | 16.7K | — | — |
| Q1 2026 | $5.2M | 178.7K | — | — |
| Q1 2026 | $4.2M | 137.1K | — | — |
| Q1 2026 | $4.3M | 139.8K | — | — |
| Q1 2026 | $2.1M | 72.1K | — | — |
| Q1 2026 | $20.9M | 815.8K | — | — |
| Q1 2026 | $15M | 597.4K | — | — |
| Q1 2026 | $22K | 236 | — | — |
| Q4 2025 | $525K | 11.5K | — | — |
| Q4 2025 | $5K | 182 | — | — |
| Q4 2025 | $21K | 844 | — | — |
| Q4 2025 | $526K | 21.9K | — | — |
| Q4 2025 | $2.4M | 88.4K | — | — |
| Q4 2025 | $552K | 16.9K | — | — |
| Q4 2025 | $5.1M | 179.9K | — | — |
| Q4 2025 | $4.1M | 137.6K | — | — |
| Q4 2025 | $4.3M | 145.2K | — | — |
| Q4 2025 | $2.3M | 69.9K | — | — |
| Q4 2025 | $22M | 817.8K | — | — |
| Q4 2025 | $15.9M | 605.0K | — | — |
| Q4 2025 | $21K | 213 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
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