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Clark Wealth Partners → SCHW-PJ
Clark Wealth Partners SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
50
Latest value
$78K
Q3 2026
Peak value
$21.7M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $40K |
| Q4 2024 | $32 |
| Q4 2024 | $8.5M |
| Q4 2024 | $228K |
| Q4 2024 | $141K |
| Q4 2024 | $347 |
| Q4 2024 | $16.1M |
| Q4 2024 | $0 |
| Q1 2025 | $42K |
| Q1 2025 | $7.6M |
| Q1 2025 | $233K |
| Q1 2025 | $15.9M |
| Q1 2025 | $0 |
| Q2 2025 | $50K |
| Q2 2025 | $9.4M |
| Q2 2025 | $244K |
| Q2 2025 | $16.1M |
| Q2 2025 | $0 |
| Q3 2025 | $55K |
| Q3 2025 | $199K |
| Q3 2025 | $20M |
| Q3 2025 | $263K |
| Q3 2025 | $1.5M |
| Q3 2025 | $68K |
| Q4 2025 | $55K |
| Q4 2025 | $199K |
| Q4 2025 | $20M |
| Q4 2025 | $263K |
| Q4 2025 | $1.5M |
| Q4 2025 | $68K |
| Q1 2026 | $52K |
| Q1 2026 | $190K |
| Q1 2026 | $16.9M |
| Q1 2026 | $272K |
| Q1 2026 | $1K |
| Q1 2026 | $1.6M |
| Q1 2026 | $70K |
| Q1 2026 | $3K |
| Q2 2026 | $51K |
| Q2 2026 | $218K |
| Q2 2026 | $20.1M |
| Q2 2026 | $312K |
| Q2 2026 | $1.7M |
| Q2 2026 | $78K |
| Q3 2026 | $69K |
| Q3 2026 | $222K |
| Q3 2026 | $21.7M |
| Q3 2026 | $298K |
| Q3 2026 | $1.7M |
| Q3 2026 | $78K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $78K | 2.8K | — | — |
| Q3 2026 | $1.7M | 52.3K | — | — |
| Q3 2026 | $298K | 9.0K | — | — |
| Q3 2026 | $21.7M | 604.5K | — | — |
| Q3 2026 | $222K | 7.4K | — | — |
| Q3 2026 | $69K | 707 | — | — |
| Q2 2026 | $78K | 2.8K | — | — |
| Q2 2026 | $1.7M | 52.1K | — | — |
| Q2 2026 | $312K | 9.0K | — | — |
| Q2 2026 | $20.1M | 594.3K | — | — |
| Q2 2026 | $218K | 7.4K | — | — |
| Q2 2026 | $51K | 552 | — | — |
| Q1 2026 | $3K | 132 | — | — |
| Q1 2026 | $70K | 2.8K | — | — |
| Q1 2026 | $1.6M | 52.2K | — | — |
| Q1 2026 | $1K | 36 | — | — |
| Q1 2026 | $272K | 8.9K | — | — |
| Q1 2026 | $16.9M | 580.4K | — | — |
| Q1 2026 | $190K | 7.4K | — | — |
| Q1 2026 | $52K | 553 | — | — |
| Q4 2025 | $68K | 2.8K | — | — |
| Q4 2025 | $1.5M | 53.4K | — | — |
| Q4 2025 | $263K | 8.9K | — | — |
| Q4 2025 | $20M | 613.0K | — | — |
| Q4 2025 | $199K | 7.4K | — | — |
| Q4 2025 | $55K | 552 | — | — |
| Q3 2025 | $68K | 2.8K | — | — |
| Q3 2025 | $1.5M | 53.4K | — | — |
| Q3 2025 | $263K | 8.9K | — | — |
| Q3 2025 | $20M | 613.0K | — | — |
| Q3 2025 | $199K | 7.4K | — | — |
| Q3 2025 | $55K | 552 | — | — |
| Q2 2025 | $0 | 0 | — | — |
| Q2 2025 | $16.1M | 608.9K | — | — |
| Q2 2025 | $244K | 8.8K | — | — |
| Q2 2025 | $9.4M | 321.1K | — | — |
| Q2 2025 | $50K | 549 | — | — |
| Q1 2025 | $0 | 0 | — | — |
| Q1 2025 | $15.9M | 568.6K | — | — |
| Q1 2025 | $233K | 8.8K | — | — |
| Q1 2025 | $7.6M | 302.8K | — | — |
| Q1 2025 | $42K | 542 | — | — |
| Q4 2024 | $0 | 0 | — | — |
| Q4 2024 | $16.1M | 590.1K | — | — |
| Q4 2024 | $347 | 15 | — | — |
| Q4 2024 | $141K | 5.1K | — | — |
| Q4 2024 | $228K | 8.7K | — | — |
| Q4 2024 | $8.5M | 305.7K | — | — |
| Q4 2024 | $32 | 1 | — | — |
| Q4 2024 | $40K | 540 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B