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Centurion Wealth Management LLC → SCHW-PJ
Centurion Wealth Management LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
27
Latest value
$2.1M
Q3 2026
Peak value
$5.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $622K |
| Q4 2025 | $40K |
| Q4 2025 | $2.1M |
| Q4 2025 | $2.8M |
| Q4 2025 | $549K |
| Q4 2025 | $1.5M |
| Q1 2026 | $575K |
| Q1 2026 | $208K |
| Q1 2026 | $2.3M |
| Q1 2026 | $3.4M |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.8M |
| Q2 2026 | $526K |
| Q2 2026 | $202K |
| Q2 2026 | $2.4M |
| Q2 2026 | $3.3M |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.9M |
| Q3 2026 | $558K |
| Q3 2026 | $404K |
| Q3 2026 | $215K |
| Q3 2026 | $2.5M |
| Q3 2026 | $3.7M |
| Q3 2026 | $5.5M |
| Q3 2026 | $1.7M |
| Q3 2026 | $817K |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 89.6K | — | — |
| Q3 2026 | $817K | 36.9K | — | — |
| Q3 2026 | $1.7M | 52.1K | — | — |
| Q3 2026 | $5.5M | 173.3K | — | — |
| Q3 2026 | $3.7M | 69.7K | — | — |
| Q3 2026 | $2.5M | 60.1K | — | — |
| Q3 2026 | $215K | 6.0K | — | — |
| Q3 2026 | $404K | 13.5K | — | — |
| Q3 2026 | $558K | 5.7K | — | — |
| Q2 2026 | $1.9M | 78.3K | — | — |
| Q2 2026 | $1.7M | 54.6K | — | — |
| Q2 2026 | $3.3M | 63.3K | — | — |
| Q2 2026 | $2.4M | 59.4K | — | — |
| Q2 2026 | $202K | 6.0K | — | — |
| Q2 2026 | $526K | 5.7K | — | — |
| Q1 2026 | $1.8M | 73.5K | — | — |
| Q1 2026 | $1.6M | 52.8K | — | — |
| Q1 2026 | $3.4M | 69.4K | — | — |
| Q1 2026 | $2.3M | 59.4K | — | — |
| Q1 2026 | $208K | 7.2K | — | — |
| Q1 2026 | $575K | 6.1K | — | — |
| Q4 2025 | $1.5M | 61.5K | — | — |
| Q4 2025 | $549K | 20.0K | — | — |
| Q4 2025 | $2.8M | 61.1K | — | — |
| Q4 2025 | $2.1M | 57.4K | — | — |
| Q4 2025 | $40K | 400 | — | — |
| Q4 2025 | $622K | 6.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B