Back to SCHW-PJ
Carlton Hofferkamp & Jenks Wealth Management, LLC → SCHW-PJ
Carlton Hofferkamp & Jenks Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$4M
Q3 2026
Peak value
$24.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.5M |
| Q3 2025 | $787K |
| Q3 2025 | $1M |
| Q3 2025 | $1.4M |
| Q3 2025 | $4.5M |
| Q4 2025 | $22.5M |
| Q4 2025 | $781K |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.4M |
| Q4 2025 | $4.5M |
| Q1 2026 | $23.4M |
| Q1 2026 | $886K |
| Q1 2026 | $1.2M |
| Q1 2026 | $1.5M |
| Q1 2026 | $4.2M |
| Q2 2026 | $24.2M |
| Q2 2026 | $944K |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.5M |
| Q2 2026 | $4.2M |
| Q3 2026 | $24.7M |
| Q3 2026 | $911K |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.5M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 167.9K | — | — |
| Q3 2026 | $1.5M | 56.7K | — | — |
| Q3 2026 | $1.4M | 40.3K | — | — |
| Q3 2026 | $911K | 28.0K | — | — |
| Q3 2026 | $24.7M | 836.1K | — | — |
| Q2 2026 | $4.2M | 173.6K | — | — |
| Q2 2026 | $1.5M | 56.3K | — | — |
| Q2 2026 | $1.3M | 40.3K | — | — |
| Q2 2026 | $944K | 27.4K | — | — |
| Q2 2026 | $24.2M | 837.4K | — | — |
| Q1 2026 | $4.2M | 174.1K | — | — |
| Q1 2026 | $1.5M | 58.8K | — | — |
| Q1 2026 | $1.2M | 39.2K | — | — |
| Q1 2026 | $886K | 27.4K | — | — |
| Q1 2026 | $23.4M | 847.4K | — | — |
| Q4 2025 | $4.5M | 183.1K | — | — |
| Q4 2025 | $1.4M | 58.4K | — | — |
| Q4 2025 | $1.1M | 39.2K | — | — |
| Q4 2025 | $781K | 27.4K | — | — |
| Q4 2025 | $22.5M | 856.5K | — | — |
| Q3 2025 | $4.5M | 182.9K | — | — |
| Q3 2025 | $1.4M | 58.5K | — | — |
| Q3 2025 | $1M | 37.1K | — | — |
| Q3 2025 | $787K | 27.5K | — | — |
| Q3 2025 | $22.5M | 852.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B