Back to SCHW-PJ
BOYUM WEALTH ARCHITECTS LLC → SCHW-PJ
BOYUM WEALTH ARCHITECTS LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
17
Latest value
$250K
Q3 2026
Peak value
$45.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $37M |
| Q4 2025 | $1.4M |
| Q4 2025 | $527K |
| Q4 2025 | $468K |
| Q4 2025 | $977K |
| Q1 2026 | $41.8M |
| Q1 2026 | $1.4M |
| Q1 2026 | $554K |
| Q1 2026 | $500K |
| Q1 2026 | $1.2M |
| Q2 2026 | $44.1M |
| Q2 2026 | $1.5M |
| Q2 2026 | $586K |
| Q2 2026 | $516K |
| Q2 2026 | $1M |
| Q3 2026 | $45.1M |
| Q3 2026 | $250K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $250K | 7.6K | — | — |
| Q3 2026 | $45.1M | 1.52M | — | — |
| Q2 2026 | $1M | 31.9K | — | — |
| Q2 2026 | $516K | 15.0K | — | — |
| Q2 2026 | $586K | 17.1K | — | — |
| Q2 2026 | $1.5M | 43.6K | — | — |
| Q2 2026 | $44.1M | 1.52M | — | — |
| Q1 2026 | $1.2M | 36.4K | — | — |
| Q1 2026 | $500K | 15.3K | — | — |
| Q1 2026 | $554K | 17.1K | — | — |
| Q1 2026 | $1.4M | 43.6K | — | — |
| Q1 2026 | $41.8M | 1.50M | — | — |
| Q4 2025 | $977K | 33.5K | — | — |
| Q4 2025 | $468K | 15.3K | — | — |
| Q4 2025 | $527K | 17.1K | — | — |
| Q4 2025 | $1.4M | 44.6K | — | — |
| Q4 2025 | $37M | 1.39M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B