Back to SCHW-PJ
BROWN WEALTH MANAGEMENT, LLC → SCHW-PJ
BROWN WEALTH MANAGEMENT, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
33
Latest value
$10.3M
Q3 2026
Peak value
$11.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $343K |
| Q3 2025 | $4.9M |
| Q3 2025 | $4.5M |
| Q3 2025 | $7.4M |
| Q3 2025 | $6M |
| Q3 2025 | $431K |
| Q3 2025 | $6.1M |
| Q3 2025 | $11.8M |
| Q3 2025 | $2.9M |
| Q4 2025 | $367K |
| Q4 2025 | $5.1M |
| Q4 2025 | $4.8M |
| Q4 2025 | $433K |
| Q4 2025 | $1.1M |
| Q4 2025 | $9.4M |
| Q1 2026 | $352K |
| Q1 2026 | $4.7M |
| Q1 2026 | $4.9M |
| Q1 2026 | $486K |
| Q1 2026 | $779K |
| Q1 2026 | $9.6M |
| Q2 2026 | $402K |
| Q2 2026 | $5.4M |
| Q2 2026 | $5.6M |
| Q2 2026 | $804K |
| Q2 2026 | $740K |
| Q2 2026 | $9.9M |
| Q3 2026 | $420K |
| Q3 2026 | $5.8M |
| Q3 2026 | $5.5M |
| Q3 2026 | $1.1M |
| Q3 2026 | $578K |
| Q3 2026 | $10.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.3M | 431.6K | — | — |
| Q3 2026 | $578K | 26.2K | — | — |
| Q3 2026 | $1.1M | 32.7K | — | — |
| Q3 2026 | $5.5M | 166.1K | — | — |
| Q3 2026 | $5.8M | 161.2K | — | — |
| Q3 2026 | $420K | 14.0K | — | — |
| Q2 2026 | $9.9M | 410.0K | — | — |
| Q2 2026 | $740K | 31.2K | — | — |
| Q2 2026 | $804K | 25.4K | — | — |
| Q2 2026 | $5.6M | 161.0K | — | — |
| Q2 2026 | $5.4M | 158.5K | — | — |
| Q2 2026 | $402K | 13.6K | — | — |
| Q1 2026 | $9.6M | 397.0K | — | — |
| Q1 2026 | $779K | 36.2K | — | — |
| Q1 2026 | $486K | 15.8K | — | — |
| Q1 2026 | $4.9M | 162.2K | — | — |
| Q1 2026 | $4.7M | 161.0K | — | — |
| Q1 2026 | $352K | 13.7K | — | — |
| Q4 2025 | $9.4M | 385.2K | — | — |
| Q4 2025 | $1.1M | 51.7K | — | — |
| Q4 2025 | $433K | 15.8K | — | — |
| Q4 2025 | $4.8M | 161.5K | — | — |
| Q4 2025 | $5.1M | 156.0K | — | — |
| Q4 2025 | $367K | 13.6K | — | — |
| Q3 2025 | $2.9M | 109.1K | — | — |
| Q3 2025 | $11.8M | 482.2K | — | — |
| Q3 2025 | $6.1M | 281.1K | — | — |
| Q3 2025 | $431K | 15.8K | — | — |
| Q3 2025 | $6M | 216.4K | — | — |
| Q3 2025 | $7.4M | 248.9K | — | — |
| Q3 2025 | $4.5M | 153.1K | — | — |
| Q3 2025 | $4.9M | 152.3K | — | — |
| Q3 2025 | $343K | 13.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B