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Clearview Wealth Management LLC → SCHW-PJ
Clearview Wealth Management LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
3
Latest value
$2M
Q3 2026
Peak value
$2.1M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $1.7M |
| Q2 2026 | $2.1M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 62.1K | — | — |
| Q2 2026 | $2.1M | 59.0K | — | — |
| Q1 2026 | $1.7M | 60.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B