Back to SCHW-PJ
Carolina Wealth Management Inc → SCHW-PJ
Carolina Wealth Management Inc SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$323K
Q3 2026
Peak value
$33.1M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $1.2M |
| Q2 2026 | $29.1M |
| Q2 2026 | $256K |
| Q2 2026 | $3.3M |
| Q2 2026 | $1.3M |
| Q2 2026 | $28.8M |
| Q2 2026 | $1.6M |
| Q2 2026 | $862K |
| Q2 2026 | $529K |
| Q3 2026 | $1.1M |
| Q3 2026 | $33.1M |
| Q3 2026 | $213K |
| Q3 2026 | $3.1M |
| Q3 2026 | $1.2M |
| Q3 2026 | $30.9M |
| Q3 2026 | $1.6M |
| Q3 2026 | $762K |
| Q3 2026 | $323K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $323K | 13.5K | — | — |
| Q3 2026 | $762K | 34.5K | — | — |
| Q3 2026 | $1.6M | 57.6K | — | — |
| Q3 2026 | $30.9M | 948.6K | — | — |
| Q3 2026 | $1.2M | 37.2K | — | — |
| Q3 2026 | $3.1M | 91.4K | — | — |
| Q3 2026 | $213K | 6.4K | — | — |
| Q3 2026 | $33.1M | 922.1K | — | — |
| Q3 2026 | $1.1M | 37.1K | — | — |
| Q2 2026 | $529K | 21.9K | — | — |
| Q2 2026 | $862K | 37.3K | — | — |
| Q2 2026 | $1.6M | 58.6K | — | — |
| Q2 2026 | $28.8M | 909.3K | — | — |
| Q2 2026 | $1.3M | 37.4K | — | — |
| Q2 2026 | $3.3M | 88.8K | — | — |
| Q2 2026 | $256K | 7.4K | — | — |
| Q2 2026 | $29.1M | 861.2K | — | — |
| Q2 2026 | $1.2M | 39.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B