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Clarity Wealth Development LLC → SCHW-PJ
Clarity Wealth Development LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
7
Latest value
$11.7M
Q3 2026
Peak value
$13.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.8M |
| Q4 2025 | $9.7M |
| Q1 2026 | $11.1M |
| Q2 2026 | $12.4M |
| Q2 2026 | $8.1M |
| Q3 2026 | $13.7M |
| Q3 2026 | $11.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.7M | 488.4K | — | — |
| Q3 2026 | $13.7M | 578.5K | — | — |
| Q2 2026 | $8.1M | 337.2K | — | — |
| Q2 2026 | $12.4M | 502.4K | — | — |
| Q1 2026 | $11.1M | 444.2K | — | — |
| Q4 2025 | $9.7M | 386.8K | — | — |
| Q3 2025 | $8.8M | 346.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B