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Bullock Wealth Management Group → SCHW-PJ
Bullock Wealth Management Group SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
319
Latest value
$38K
Q3 2026
Peak value
$1.8M
First seen
Q3 2021
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2021 | $588K |
| Q3 2021 | $54K |
| Q3 2021 | $231K |
| Q3 2021 | $419K |
| Q3 2021 | $464K |
| Q3 2021 | $190K |
| Q3 2021 | $437K |
| Q3 2021 | $352K |
| Q3 2021 | $5K |
| Q3 2021 | $139K |
| Q3 2021 | $1.2M |
| Q3 2021 | $752 |
| Q4 2021 | $654K |
| Q4 2021 | $62K |
| Q4 2021 | $245K |
| Q4 2021 | $415K |
| Q4 2021 | $480K |
| Q4 2021 | $199K |
| Q4 2021 | $509K |
| Q4 2021 | $318K |
| Q4 2021 | $5K |
| Q4 2021 | $137K |
| Q4 2021 | $1.2M |
| Q4 2021 | $742 |
| Q1 2022 | $596K |
| Q1 2022 | $60K |
| Q1 2022 | $233K |
| Q1 2022 | $373K |
| Q1 2022 | $449K |
| Q1 2022 | $196K |
| Q1 2022 | $495K |
| Q1 2022 | $297K |
| Q1 2022 | $15K |
| Q1 2022 | $129K |
| Q1 2022 | $1.4M |
| Q1 2022 | $688 |
| Q2 2022 | $476K |
| Q2 2022 | $53K |
| Q2 2022 | $189K |
| Q2 2022 | $306K |
| Q2 2022 | $389K |
| Q2 2022 | $179K |
| Q2 2022 | $422K |
| Q2 2022 | $107K |
| Q2 2022 | $13K |
| Q2 2022 | $59K |
| Q2 2022 | $1.3M |
| Q2 2022 | $564 |
| Q3 2022 | $477K |
| Q3 2022 | $51K |
| Q3 2022 | $188K |
| Q3 2022 | $304K |
| Q3 2022 | $352K |
| Q3 2022 | $171K |
| Q3 2022 | $387K |
| Q3 2022 | $102K |
| Q3 2022 | $12K |
| Q3 2022 | $56K |
| Q3 2022 | $1.2M |
| Q3 2022 | $511 |
| Q4 2022 | $469K |
| Q4 2022 | $56K |
| Q4 2022 | $199K |
| Q4 2022 | $325K |
| Q4 2022 | $375K |
| Q4 2022 | $190K |
| Q4 2022 | $441K |
| Q4 2022 | $103K |
| Q4 2022 | $12K |
| Q4 2022 | $57K |
| Q4 2022 | $949K |
| Q4 2022 | $566 |
| Q1 2023 | $2K |
| Q1 2023 | $99 |
| Q1 2023 | $32K |
| Q1 2023 | $555K |
| Q1 2023 | $57K |
| Q1 2023 | $206K |
| Q1 2023 | $351K |
| Q1 2023 | $451K |
| Q1 2023 | $1K |
| Q1 2023 | $1K |
| Q1 2023 | $1K |
| Q1 2023 | $2K |
| Q1 2023 | $187K |
| Q1 2023 | $597K |
| Q1 2023 | $106K |
| Q1 2023 | $12K |
| Q1 2023 | $59K |
| Q1 2023 | $800K |
| Q1 2023 | $1K |
| Q2 2023 | $2K |
| Q2 2023 | $107 |
| Q2 2023 | $46K |
| Q2 2023 | $662K |
| Q2 2023 | $58K |
| Q2 2023 | $217K |
| Q2 2023 | $377K |
| Q2 2023 | $474K |
| Q2 2023 | $1K |
| Q2 2023 | $1K |
| Q2 2023 | $1K |
| Q2 2023 | $2K |
| Q2 2023 | $186K |
| Q2 2023 | $649K |
| Q2 2023 | $104K |
| Q2 2023 | $17K |
| Q2 2023 | $58K |
| Q2 2023 | $751K |
| Q2 2023 | $1K |
| Q3 2023 | $1K |
| Q3 2023 | $103 |
| Q3 2023 | $44K |
| Q3 2023 | $654K |
| Q3 2023 | $55K |
| Q3 2023 | $204K |
| Q3 2023 | $358K |
| Q3 2023 | $467K |
| Q3 2023 | $1K |
| Q3 2023 | $1K |
| Q3 2023 | $1K |
| Q3 2023 | $2K |
| Q3 2023 | $180K |
| Q3 2023 | $638K |
| Q3 2023 | $100K |
| Q3 2023 | $15K |
| Q3 2023 | $56K |
| Q3 2023 | $314K |
| Q3 2023 | $1K |
| Q4 2023 | $287K |
| Q4 2023 | $116 |
| Q4 2023 | $13K |
| Q4 2023 | $741K |
| Q4 2023 | $61K |
| Q4 2023 | $231K |
| Q4 2023 | $427K |
| Q4 2023 | $524K |
| Q4 2023 | $1K |
| Q4 2023 | $1K |
| Q4 2023 | $1K |
| Q4 2023 | $2K |
| Q4 2023 | $190K |
| Q4 2023 | $754K |
| Q4 2023 | $106K |
| Q4 2023 | $18K |
| Q4 2023 | $57K |
| Q4 2023 | $202K |
| Q4 2023 | $1K |
| Q1 2024 | $552K |
| Q1 2024 | $127 |
| Q1 2024 | $2K |
| Q1 2024 | $835K |
| Q1 2024 | $66K |
| Q1 2024 | $249K |
| Q1 2024 | $438K |
| Q1 2024 | $531K |
| Q1 2024 | $1K |
| Q1 2024 | $1K |
| Q1 2024 | $1K |
| Q1 2024 | $2K |
| Q1 2024 | $191K |
| Q1 2024 | $812K |
| Q1 2024 | $104K |
| Q1 2024 | $13K |
| Q1 2024 | $56K |
| Q1 2024 | $224K |
| Q1 2024 | $1K |
| Q2 2024 | $610K |
| Q2 2024 | $132 |
| Q2 2024 | $2K |
| Q2 2024 | $898K |
| Q2 2024 | $65K |
| Q2 2024 | $238K |
| Q2 2024 | $445K |
| Q2 2024 | $567K |
| Q2 2024 | $1K |
| Q2 2024 | $1K |
| Q2 2024 | $1K |
| Q2 2024 | $2K |
| Q2 2024 | $176K |
| Q2 2024 | $830K |
| Q2 2024 | $104K |
| Q2 2024 | $13K |
| Q2 2024 | $56K |
| Q2 2024 | $221K |
| Q2 2024 | $1K |
| Q3 2024 | $536K |
| Q3 2024 | $138 |
| Q3 2024 | $2K |
| Q3 2024 | $831K |
| Q3 2024 | $46K |
| Q3 2024 | $240K |
| Q3 2024 | $468K |
| Q3 2024 | $641K |
| Q3 2024 | $1K |
| Q3 2024 | $2K |
| Q3 2024 | $1K |
| Q3 2024 | $2K |
| Q3 2024 | $193K |
| Q3 2024 | $884K |
| Q3 2024 | $110K |
| Q3 2024 | $15K |
| Q3 2024 | $59K |
| Q3 2024 | $214K |
| Q3 2024 | $537 |
| Q4 2024 | $261K |
| Q4 2024 | $139 |
| Q4 2024 | $2K |
| Q4 2024 | $873K |
| Q4 2024 | $36K |
| Q4 2024 | $242K |
| Q4 2024 | $478K |
| Q4 2024 | $593K |
| Q4 2024 | $1K |
| Q4 2024 | $1K |
| Q4 2024 | $1K |
| Q4 2024 | $2K |
| Q4 2024 | $170K |
| Q4 2024 | $837K |
| Q4 2024 | $106K |
| Q4 2024 | $14K |
| Q4 2024 | $53K |
| Q4 2024 | $202K |
| Q4 2024 | $481 |
| Q1 2025 | $67K |
| Q1 2025 | $2K |
| Q1 2025 | $811K |
| Q1 2025 | $28K |
| Q1 2025 | $230K |
| Q1 2025 | $435K |
| Q1 2025 | $616K |
| Q1 2025 | $1K |
| Q1 2025 | $2K |
| Q1 2025 | $1K |
| Q1 2025 | $2K |
| Q1 2025 | $174K |
| Q1 2025 | $882K |
| Q1 2025 | $108K |
| Q1 2025 | $14K |
| Q1 2025 | $53K |
| Q1 2025 | $137K |
| Q2 2025 | $65K |
| Q2 2025 | $2K |
| Q2 2025 | $922K |
| Q2 2025 | $3K |
| Q2 2025 | $233K |
| Q2 2025 | $450K |
| Q2 2025 | $613K |
| Q2 2025 | $1K |
| Q2 2025 | $2K |
| Q2 2025 | $1K |
| Q2 2025 | $3K |
| Q2 2025 | $136K |
| Q2 2025 | $909K |
| Q2 2025 | $55K |
| Q2 2025 | $14K |
| Q2 2025 | $54K |
| Q2 2025 | $109K |
| Q3 2025 | $66K |
| Q3 2025 | $2K |
| Q3 2025 | $1.7M |
| Q3 2025 | $632K |
| Q3 2025 | $246K |
| Q3 2025 | $482K |
| Q3 2025 | $674K |
| Q3 2025 | $140K |
| Q3 2025 | $1.2M |
| Q3 2025 | $89K |
| Q3 2025 | $15K |
| Q3 2025 | $87K |
| Q3 2025 | $110K |
| Q4 2025 | $41K |
| Q4 2025 | $1.7M |
| Q4 2025 | $641K |
| Q4 2025 | $250K |
| Q4 2025 | $553K |
| Q4 2025 | $663K |
| Q4 2025 | $140K |
| Q4 2025 | $1.1M |
| Q4 2025 | $85K |
| Q4 2025 | $15K |
| Q4 2025 | $88K |
| Q4 2025 | $46K |
| Q1 2026 | $38K |
| Q1 2026 | $1.5M |
| Q1 2026 | $663K |
| Q1 2026 | $270K |
| Q1 2026 | $582K |
| Q1 2026 | $677K |
| Q1 2026 | $170K |
| Q1 2026 | $1M |
| Q1 2026 | $84K |
| Q1 2026 | $68K |
| Q1 2026 | $87K |
| Q1 2026 | $46K |
| Q2 2026 | $38K |
| Q2 2026 | $1.7M |
| Q2 2026 | $745K |
| Q2 2026 | $302K |
| Q2 2026 | $695K |
| Q2 2026 | $742K |
| Q2 2026 | $180K |
| Q2 2026 | $1.1M |
| Q2 2026 | $100K |
| Q2 2026 | $68K |
| Q2 2026 | $87K |
| Q2 2026 | $45K |
| Q3 2026 | $39K |
| Q3 2026 | $1.8M |
| Q3 2026 | $723K |
| Q3 2026 | $285K |
| Q3 2026 | $687K |
| Q3 2026 | $758K |
| Q3 2026 | $186K |
| Q3 2026 | $1.1M |
| Q3 2026 | $96K |
| Q3 2026 | $70K |
| Q3 2026 | $84K |
| Q3 2026 | $38K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $38K | 1.5K | — | — |
| Q3 2026 | $84K | 3.6K | — | — |
| Q3 2026 | $70K | 3.2K | — | — |
| Q3 2026 | $96K | 4.4K | — | — |
| Q3 2026 | $1.1M | 42.2K | — | — |
| Q3 2026 | $186K | 5.7K | — | — |
| Q3 2026 | $758K | 20.9K | — | — |
| Q3 2026 | $687K | 21.0K | — | — |
| Q3 2026 | $285K | 8.3K | — | — |
| Q3 2026 | $723K | 21.7K | — | — |
| Q3 2026 | $1.8M | 50.8K | — | — |
| Q3 2026 | $39K | 397 | — | — |
| Q2 2026 | $45K | 1.7K | — | — |
| Q2 2026 | $87K | 3.5K | — | — |
| Q2 2026 | $68K | 2.8K | — | — |
| Q2 2026 | $100K | 4.3K | — | — |
| Q2 2026 | $1.1M | 42.0K | — | — |
| Q2 2026 | $180K | 5.7K | — | — |
| Q2 2026 | $742K | 20.6K | — | — |
| Q2 2026 | $695K | 19.5K | — | — |
| Q2 2026 | $302K | 8.3K | — | — |
| Q2 2026 | $745K | 21.7K | — | — |
| Q2 2026 | $1.7M | 50.2K | — | — |
| Q2 2026 | $38K | 397 | — | — |
| Q1 2026 | $46K | 1.7K | — | — |
| Q1 2026 | $87K | 3.5K | — | — |
| Q1 2026 | $68K | 3.2K | — | — |
| Q1 2026 | $84K | 3.6K | — | — |
| Q1 2026 | $1M | 41.4K | — | — |
| Q1 2026 | $170K | 5.6K | — | — |
| Q1 2026 | $677K | 20.5K | — | — |
| Q1 2026 | $582K | 19.8K | — | — |
| Q1 2026 | $270K | 8.6K | — | — |
| Q1 2026 | $663K | 21.7K | — | — |
| Q1 2026 | $1.5M | 52.2K | — | — |
| Q1 2026 | $38K | 408 | — | — |
| Q4 2025 | $46K | 1.7K | — | — |
| Q4 2025 | $88K | 3.5K | — | — |
| Q4 2025 | $15K | 729 | — | — |
| Q4 2025 | $85K | 3.6K | — | — |
| Q4 2025 | $1.1M | 47.4K | — | — |
| Q4 2025 | $140K | 5.1K | — | — |
| Q4 2025 | $663K | 20.2K | — | — |
| Q4 2025 | $553K | 19.4K | — | — |
| Q4 2025 | $250K | 8.3K | — | — |
| Q4 2025 | $641K | 21.7K | — | — |
| Q4 2025 | $1.7M | 52.1K | — | — |
| Q4 2025 | $41K | 408 | — | — |
| Q3 2025 | $110K | 4.1K | — | — |
| Q3 2025 | $87K | 3.5K | — | — |
| Q3 2025 | $15K | 674 | — | — |
| Q3 2025 | $89K | 3.8K | — | — |
| Q3 2025 | $1.2M | 51.3K | — | — |
| Q3 2025 | $140K | 5.1K | — | — |
| Q3 2025 | $674K | 20.1K | — | — |
| Q3 2025 | $482K | 17.2K | — | — |
| Q3 2025 | $246K | 8.3K | — | — |
| Q3 2025 | $632K | 21.7K | — | — |
| Q3 2025 | $1.7M | 52.3K | — | — |
| Q3 2025 | $2K | 75 | — | — |
| Q3 2025 | $66K | 715 | — | — |
| Q2 2025 | $109K | 4.1K | — | — |
| Q2 2025 | $54K | 2.2K | — | — |
| Q2 2025 | $14K | 669 | — | — |
| Q2 2025 | $55K | 2.4K | — | — |
| Q2 2025 | $909K | 41.2K | — | — |
| Q2 2025 | $136K | 5.0K | — | — |
| Q2 2025 | $3K | 102 | — | — |
| Q2 2025 | $1K | 48 | — | — |
| Q2 2025 | $2K | 42 | — | — |
| Q2 2025 | $1K | 44 | — | — |
| Q2 2025 | $613K | 20.3K | — | — |
| Q2 2025 | $450K | 17.6K | — | — |
| Q2 2025 | $233K | 8.2K | — | — |
| Q2 2025 | $3K | 116 | — | — |
| Q2 2025 | $922K | 31.9K | — | — |
| Q2 2025 | $2K | 75 | — | — |
| Q2 2025 | $65K | 714 | — | — |
| Q1 2025 | $137K | 5.1K | — | — |
| Q1 2025 | $53K | 2.1K | — | — |
| Q1 2025 | $14K | 664 | — | — |
| Q1 2025 | $108K | 4.7K | — | — |
| Q1 2025 | $882K | 44.4K | — | — |
| Q1 2025 | $174K | 6.2K | — | — |
| Q1 2025 | $2K | 102 | — | — |
| Q1 2025 | $1K | 48 | — | — |
| Q1 2025 | $2K | 42 | — | — |
| Q1 2025 | $1K | 44 | — | — |
| Q1 2025 | $616K | 22.2K | — | — |
| Q1 2025 | $435K | 18.5K | — | — |
| Q1 2025 | $230K | 8.7K | — | — |
| Q1 2025 | $28K | 1.1K | — | — |
| Q1 2025 | $811K | 32.1K | — | — |
| Q1 2025 | $2K | 75 | — | — |
| Q1 2025 | $67K | 858 | — | — |
| Q4 2024 | $481 | 14 | — | — |
| Q4 2024 | $202K | 7.8K | — | — |
| Q4 2024 | $53K | 2.2K | — | — |
| Q4 2024 | $14K | 677 | — | — |
| Q4 2024 | $106K | 4.7K | — | — |
| Q4 2024 | $837K | 45.2K | — | — |
| Q4 2024 | $170K | 6.2K | — | — |
| Q4 2024 | $2K | 102 | — | — |
| Q4 2024 | $1K | 48 | — | — |
| Q4 2024 | $1K | 42 | — | — |
| Q4 2024 | $1K | 44 | — | — |
| Q4 2024 | $593K | 22.3K | — | — |
| Q4 2024 | $478K | 18.5K | — | — |
| Q4 2024 | $242K | 8.7K | — | — |
| Q4 2024 | $36K | 1.4K | — | — |
| Q4 2024 | $873K | 31.3K | — | — |
| Q4 2024 | $2K | 75 | — | — |
| Q4 2024 | $139 | 6 | — | — |
| Q4 2024 | $261K | 3.5K | — | — |
| Q3 2024 | $537 | 14 | — | — |
| Q3 2024 | $214K | 4.0K | — | — |
| Q3 2024 | $59K | 1.2K | — | — |
| Q3 2024 | $15K | 670 | — | — |
| Q3 2024 | $110K | 2.3K | — | — |
| Q3 2024 | $884K | 21.6K | — | — |
| Q3 2024 | $193K | 2.3K | — | — |
| Q3 2024 | $2K | 34 | — | — |
| Q3 2024 | $1K | 24 | — | — |
| Q3 2024 | $2K | 42 | — | — |
| Q3 2024 | $1K | 44 | — | — |
| Q3 2024 | $641K | 21.8K | — | — |
| Q3 2024 | $468K | 9.2K | — | — |
| Q3 2024 | $240K | 2.9K | — | — |
| Q3 2024 | $46K | 570 | — | — |
| Q3 2024 | $831K | 8.1K | — | — |
| Q3 2024 | $2K | 25 | — | — |
| Q3 2024 | $138 | 2 | — | — |
| Q3 2024 | $536K | 8.4K | — | — |
| Q2 2024 | $1K | 32 | — | — |
| Q2 2024 | $221K | 4.3K | — | — |
| Q2 2024 | $56K | 1.2K | — | — |
| Q2 2024 | $13K | 666 | — | — |
| Q2 2024 | $104K | 2.3K | — | — |
| Q2 2024 | $830K | 21.6K | — | — |
| Q2 2024 | $176K | 2.3K | — | — |
| Q2 2024 | $2K | 34 | — | — |
| Q2 2024 | $1K | 24 | — | — |
| Q2 2024 | $1K | 42 | — | — |
| Q2 2024 | $1K | 44 | — | — |
| Q2 2024 | $567K | 21.3K | — | — |
| Q2 2024 | $445K | 9.5K | — | — |
| Q2 2024 | $238K | 3.1K | — | — |
| Q2 2024 | $65K | 878 | — | — |
| Q2 2024 | $898K | 8.8K | — | — |
| Q2 2024 | $2K | 25 | — | — |
| Q2 2024 | $132 | 2 | — | — |
| Q2 2024 | $610K | 8.3K | — | — |
| Q1 2024 | $1K | 32 | — | — |
| Q1 2024 | $224K | 4.3K | — | — |
| Q1 2024 | $56K | 1.2K | — | — |
| Q1 2024 | $13K | 659 | — | — |
| Q1 2024 | $104K | 2.3K | — | — |
| Q1 2024 | $812K | 20.9K | — | — |
| Q1 2024 | $191K | 2.4K | — | — |
| Q1 2024 | $2K | 34 | — | — |
| Q1 2024 | $1K | 24 | — | — |
| Q1 2024 | $1K | 42 | — | — |
| Q1 2024 | $1K | 44 | — | — |
| Q1 2024 | $531K | 20.9K | — | — |
| Q1 2024 | $438K | 9.0K | — | — |
| Q1 2024 | $249K | 3.1K | — | — |
| Q1 2024 | $66K | 874 | — | — |
| Q1 2024 | $835K | 9.0K | — | — |
| Q1 2024 | $2K | 25 | — | — |
| Q1 2024 | $127 | 2 | — | — |
| Q1 2024 | $552K | 7.6K | — | — |
| Q4 2023 | $1K | 32 | — | — |
| Q4 2023 | $202K | 3.9K | — | — |
| Q4 2023 | $57K | 1.1K | — | — |
| Q4 2023 | $18K | 886 | — | — |
| Q4 2023 | $106K | 2.3K | — | — |
| Q4 2023 | $754K | 20.4K | — | — |
| Q4 2023 | $190K | 2.5K | — | — |
| Q4 2023 | $2K | 34 | — | — |
| Q4 2023 | $1K | 24 | — | — |
| Q4 2023 | $1K | 42 | — | — |
| Q4 2023 | $1K | 44 | — | — |
| Q4 2023 | $524K | 21.1K | — | — |
| Q4 2023 | $427K | 9.0K | — | — |
| Q4 2023 | $231K | 3.1K | — | — |
| Q4 2023 | $61K | 871 | — | — |
| Q4 2023 | $741K | 8.9K | — | — |
| Q4 2023 | $13K | 235 | — | — |
| Q4 2023 | $116 | 2 | — | — |
| Q4 2023 | $287K | 4.2K | — | — |
| Q3 2023 | $1K | 32 | — | — |
| Q3 2023 | $314K | 6.3K | — | — |
| Q3 2023 | $56K | 1.2K | — | — |
| Q3 2023 | $15K | 879 | — | — |
| Q3 2023 | $100K | 2.3K | — | — |
| Q3 2023 | $638K | 19.1K | — | — |
| Q3 2023 | $180K | 2.6K | — | — |
| Q3 2023 | $2K | 34 | — | — |
| Q3 2023 | $1K | 24 | — | — |
| Q3 2023 | $1K | 42 | — | — |
| Q3 2023 | $1K | 44 | — | — |
| Q3 2023 | $467K | 19.6K | — | — |
| Q3 2023 | $358K | 8.8K | — | — |
| Q3 2023 | $204K | 3.1K | — | — |
| Q3 2023 | $55K | 866 | — | — |
| Q3 2023 | $654K | 8.9K | — | — |
| Q3 2023 | $44K | 870 | — | — |
| Q3 2023 | $103 | 2 | — | — |
| Q3 2023 | $1K | 20 | — | — |
| Q2 2023 | $1K | 32 | — | — |
| Q2 2023 | $751K | 14.4K | — | — |
| Q2 2023 | $58K | 1.2K | — | — |
| Q2 2023 | $17K | 874 | — | — |
| Q2 2023 | $104K | 2.3K | — | — |
| Q2 2023 | $649K | 18.2K | — | — |
| Q2 2023 | $186K | 2.6K | — | — |
| Q2 2023 | $2K | 34 | — | — |
| Q2 2023 | $1K | 24 | — | — |
| Q2 2023 | $1K | 42 | — | — |
| Q2 2023 | $1K | 44 | — | — |
| Q2 2023 | $474K | 19.1K | — | — |
| Q2 2023 | $377K | 8.6K | — | — |
| Q2 2023 | $217K | 3.0K | — | — |
| Q2 2023 | $58K | 862 | — | — |
| Q2 2023 | $662K | 8.8K | — | — |
| Q2 2023 | $46K | 870 | — | — |
| Q2 2023 | $107 | 2 | — | — |
| Q2 2023 | $2K | 33 | — | — |
| Q1 2023 | $1K | 32 | — | — |
| Q1 2023 | $800K | 14.9K | — | — |
| Q1 2023 | $59K | 1.2K | — | — |
| Q1 2023 | $12K | 638 | — | — |
| Q1 2023 | $106K | 2.3K | — | — |
| Q1 2023 | $597K | 17.0K | — | — |
| Q1 2023 | $187K | 2.5K | — | — |
| Q1 2023 | $2K | 34 | — | — |
| Q1 2023 | $1K | 24 | — | — |
| Q1 2023 | $1K | 42 | — | — |
| Q1 2023 | $1K | 44 | — | — |
| Q1 2023 | $451K | 18.3K | — | — |
| Q1 2023 | $351K | 8.4K | — | — |
| Q1 2023 | $206K | 3.0K | — | — |
| Q1 2023 | $57K | 858 | — | — |
| Q1 2023 | $555K | 8.5K | — | — |
| Q1 2023 | $32K | 660 | — | — |
| Q1 2023 | $99 | 2 | — | — |
| Q1 2023 | $2K | 38 | — | — |
| Q4 2022 | $566 | 18 | — | — |
| Q4 2022 | $949K | 18.3K | — | — |
| Q4 2022 | $57K | 1.1K | — | — |
| Q4 2022 | $12K | 618 | — | — |
| Q4 2022 | $103K | 2.3K | — | — |
| Q4 2022 | $441K | 13.7K | — | — |
| Q4 2022 | $190K | 2.5K | — | — |
| Q4 2022 | $375K | 15.8K | — | — |
| Q4 2022 | $325K | 8.0K | — | — |
| Q4 2022 | $199K | 3.0K | — | — |
| Q4 2022 | $56K | 854 | — | — |
| Q4 2022 | $469K | 8.4K | — | — |
| Q3 2022 | $511 | 18 | — | — |
| Q3 2022 | $1.2M | 22.7K | — | — |
| Q3 2022 | $56K | 1.1K | — | — |
| Q3 2022 | $12K | 613 | — | — |
| Q3 2022 | $102K | 2.2K | — | — |
| Q3 2022 | $387K | 13.5K | — | — |
| Q3 2022 | $171K | 2.5K | — | — |
| Q3 2022 | $352K | 15.5K | — | — |
| Q3 2022 | $304K | 9.0K | — | — |
| Q3 2022 | $188K | 3.0K | — | — |
| Q3 2022 | $51K | 850 | — | — |
| Q3 2022 | $477K | 8.4K | — | — |
| Q2 2022 | $564 | 18 | — | — |
| Q2 2022 | $1.3M | 22.5K | — | — |
| Q2 2022 | $59K | 1.1K | — | — |
| Q2 2022 | $13K | 606 | — | — |
| Q2 2022 | $107K | 2.2K | — | — |
| Q2 2022 | $422K | 13.4K | — | — |
| Q2 2022 | $179K | 2.5K | — | — |
| Q2 2022 | $389K | 15.4K | — | — |
| Q2 2022 | $306K | 8.9K | — | — |
| Q2 2022 | $189K | 3.0K | — | — |
| Q2 2022 | $53K | 846 | — | — |
| Q2 2022 | $476K | 8.1K | — | — |
| Q1 2022 | $688 | 18 | — | — |
| Q1 2022 | $1.4M | 23.0K | — | — |
| Q1 2022 | $129K | 2.4K | — | — |
| Q1 2022 | $15K | 602 | — | — |
| Q1 2022 | $297K | 5.9K | — | — |
| Q1 2022 | $495K | 13.4K | — | — |
| Q1 2022 | $196K | 2.5K | — | — |
| Q1 2022 | $449K | 15.8K | — | — |
| Q1 2022 | $373K | 7.8K | — | — |
| Q1 2022 | $233K | 3.1K | — | — |
| Q1 2022 | $60K | 842 | — | — |
| Q1 2022 | $596K | 7.9K | — | — |
| Q4 2021 | $742 | 18 | — | — |
| Q4 2021 | $1.2M | 18.7K | — | — |
| Q4 2021 | $137K | 2.4K | — | — |
| Q4 2021 | $5K | 105 | — | — |
| Q4 2021 | $318K | 5.9K | — | — |
| Q4 2021 | $509K | 13.0K | — | — |
| Q4 2021 | $199K | 2.5K | — | — |
| Q4 2021 | $480K | 16.1K | — | — |
| Q4 2021 | $415K | 4.0K | — | — |
| Q4 2021 | $245K | 3.0K | — | — |
| Q4 2021 | $62K | 839 | — | — |
| Q4 2021 | $654K | 4.0K | — | — |
| Q3 2021 | $752 | 18 | — | — |
| Q3 2021 | $1.2M | 18.7K | — | — |
| Q3 2021 | $139K | 2.4K | — | — |
| Q3 2021 | $5K | 104 | — | — |
| Q3 2021 | $352K | 6.5K | — | — |
| Q3 2021 | $437K | 11.2K | — | — |
| Q3 2021 | $190K | 2.5K | — | — |
| Q3 2021 | $464K | 15.2K | — | — |
| Q3 2021 | $419K | 4.1K | — | — |
| Q3 2021 | $231K | 3.0K | — | — |
| Q3 2021 | $54K | 784 | — | — |
| Q3 2021 | $588K | 3.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Bullock Wealth Management Group positions
PCAR
$32.1MPACER TRENDPILOT US LARGE CAP ETF
PCAR
$30MPACER TRENDPILOT US LARGE CAP ETF
PCAR
$29.8MPACER TRENDPILOT US LARGE CAP ETF
PCAR
$29.2MPACER TRENDPILOT US LARGE CAP ETF
PCAR
$29.1MPACER TRENDPILOT US LARGE CAP ETF
PCAR
$28.6MPACER TRENDPILOT US LARGE CAP ETF
PCAR
$27.9MPACER TRENDPILOT US LARGE CAP ETF
PCAR
$26.7MPACER TRENDPILOT US LARGE CAP ETF