Back to SCHW-PJ
BRANDYWINE OAK PRIVATE WEALTH LLC → SCHW-PJ
BRANDYWINE OAK PRIVATE WEALTH LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
32
Latest value
$280K
Q3 2026
Peak value
$158.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.3M |
| Q3 2025 | $3.7M |
| Q3 2025 | $3.7M |
| Q3 2025 | $135.7M |
| Q3 2025 | $18.4M |
| Q3 2025 | $256K |
| Q4 2025 | $4.4M |
| Q4 2025 | $3.8M |
| Q4 2025 | $3.6M |
| Q4 2025 | $142.3M |
| Q4 2025 | $18.4M |
| Q4 2025 | $256K |
| Q1 2026 | $3.9M |
| Q1 2026 | $3.9M |
| Q1 2026 | $3.6M |
| Q1 2026 | $144.7M |
| Q1 2026 | $18.3M |
| Q1 2026 | $263K |
| Q2 2026 | $1.6M |
| Q2 2026 | $4.7M |
| Q2 2026 | $4.6M |
| Q2 2026 | $3.9M |
| Q2 2026 | $158.5M |
| Q2 2026 | $19.5M |
| Q2 2026 | $271K |
| Q3 2026 | $1.6M |
| Q3 2026 | $5.7M |
| Q3 2026 | $5.2M |
| Q3 2026 | $3.9M |
| Q3 2026 | $156.2M |
| Q3 2026 | $20.3M |
| Q3 2026 | $280K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $280K | 5.6K | — | — |
| Q3 2026 | $20.3M | 848.8K | — | — |
| Q3 2026 | $156.2M | 5.69M | — | — |
| Q3 2026 | $3.9M | 107.7K | — | — |
| Q3 2026 | $5.2M | 155.3K | — | — |
| Q3 2026 | $5.7M | 158.1K | — | — |
| Q3 2026 | $1.6M | 53.9K | — | — |
| Q2 2026 | $271K | 5.6K | — | — |
| Q2 2026 | $19.5M | 809.7K | — | — |
| Q2 2026 | $158.5M | 5.72M | — | — |
| Q2 2026 | $3.9M | 107.6K | — | — |
| Q2 2026 | $4.6M | 132.3K | — | — |
| Q2 2026 | $4.7M | 137.6K | — | — |
| Q2 2026 | $1.6M | 53.9K | — | — |
| Q1 2026 | $263K | 5.6K | — | — |
| Q1 2026 | $18.3M | 753.6K | — | — |
| Q1 2026 | $144.7M | 5.85M | — | — |
| Q1 2026 | $3.6M | 109.1K | — | — |
| Q1 2026 | $3.9M | 127.7K | — | — |
| Q1 2026 | $3.9M | 134.0K | — | — |
| Q4 2025 | $256K | 5.6K | — | — |
| Q4 2025 | $18.4M | 753.7K | — | — |
| Q4 2025 | $142.3M | 5.92M | — | — |
| Q4 2025 | $3.6M | 110.9K | — | — |
| Q4 2025 | $3.8M | 127.2K | — | — |
| Q4 2025 | $4.4M | 134.5K | — | — |
| Q3 2025 | $256K | 5.6K | — | — |
| Q3 2025 | $18.4M | 753.9K | — | — |
| Q3 2025 | $135.7M | 5.83M | — | — |
| Q3 2025 | $3.7M | 110.6K | — | — |
| Q3 2025 | $3.7M | 127.2K | — | — |
| Q3 2025 | $4.3M | 133.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B