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CAPITAL WEALTH MANAGEMENT, LLC → SCHW-PJ
CAPITAL WEALTH MANAGEMENT, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$26.9M
Q3 2026
Peak value
$26.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.5M |
| Q4 2025 | $19.3M |
| Q1 2026 | $15.5M |
| Q1 2026 | $22.7M |
| Q2 2026 | $18.5M |
| Q2 2026 | $25.1M |
| Q3 2026 | $19.9M |
| Q3 2026 | $26.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26.9M | 500.8K | — | — |
| Q3 2026 | $19.9M | 553.4K | — | — |
| Q2 2026 | $25.1M | 475.4K | — | — |
| Q2 2026 | $18.5M | 547.4K | — | — |
| Q1 2026 | $22.7M | 463.4K | — | — |
| Q1 2026 | $15.5M | 532.8K | — | — |
| Q4 2025 | $19.3M | 426.1K | — | — |
| Q4 2025 | $3.5M | 107.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B