Back to SCHW-PJ
BLVD Private Wealth, LLC → SCHW-PJ
BLVD Private Wealth, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
13
Latest value
$1.6M
Q3 2026
Peak value
$5.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q3 2025 | $1.4M |
| Q3 2025 | $5.3M |
| Q4 2025 | $2.1M |
| Q4 2025 | $1.4M |
| Q4 2025 | $5.9M |
| Q1 2026 | $1.9M |
| Q1 2026 | $1.5M |
| Q1 2026 | $294K |
| Q2 2026 | $1.8M |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 48.9K | — | — |
| Q3 2026 | $1.9M | 53.4K | — | — |
| Q2 2026 | $1.5M | 46.9K | — | — |
| Q2 2026 | $1.8M | 53.9K | — | — |
| Q1 2026 | $294K | 11.8K | — | — |
| Q1 2026 | $1.5M | 48.9K | — | — |
| Q1 2026 | $1.9M | 63.7K | — | — |
| Q4 2025 | $5.9M | 235.6K | — | — |
| Q4 2025 | $1.4M | 52.3K | — | — |
| Q4 2025 | $2.1M | 63.8K | — | — |
| Q3 2025 | $5.3M | 212.7K | — | — |
| Q3 2025 | $1.4M | 50.8K | — | — |
| Q3 2025 | $2.1M | 65.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B