Back to SCHW-PJ
Consilium Wealth Advisory, LLC → SCHW-PJ
Consilium Wealth Advisory, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$349K
Q3 2026
Peak value
$11.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $886K |
| Q3 2025 | $9.4M |
| Q3 2025 | $2.2M |
| Q3 2025 | $296K |
| Q4 2025 | $904K |
| Q4 2025 | $9.5M |
| Q4 2025 | $2.3M |
| Q4 2025 | $306K |
| Q1 2026 | $813K |
| Q1 2026 | $8.6M |
| Q1 2026 | $2.3M |
| Q1 2026 | $315K |
| Q2 2026 | $938K |
| Q2 2026 | $10.4M |
| Q2 2026 | $2.9M |
| Q2 2026 | $352K |
| Q3 2026 | $950K |
| Q3 2026 | $11.1M |
| Q3 2026 | $2.6M |
| Q3 2026 | $349K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $349K | 12.7K | — | — |
| Q3 2026 | $2.6M | 80.2K | — | — |
| Q3 2026 | $11.1M | 368.7K | — | — |
| Q3 2026 | $950K | 32.4K | — | — |
| Q2 2026 | $352K | 12.7K | — | — |
| Q2 2026 | $2.9M | 80.2K | — | — |
| Q2 2026 | $10.4M | 353.2K | — | — |
| Q2 2026 | $938K | 32.4K | — | — |
| Q1 2026 | $315K | 12.7K | — | — |
| Q1 2026 | $2.3M | 80.1K | — | — |
| Q1 2026 | $8.6M | 335.2K | — | — |
| Q1 2026 | $813K | 32.4K | — | — |
| Q4 2025 | $306K | 12.7K | — | — |
| Q4 2025 | $2.3M | 80.1K | — | — |
| Q4 2025 | $9.5M | 354.1K | — | — |
| Q4 2025 | $904K | 34.5K | — | — |
| Q3 2025 | $296K | 12.7K | — | — |
| Q3 2025 | $2.2M | 80.2K | — | — |
| Q3 2025 | $9.4M | 357.1K | — | — |
| Q3 2025 | $886K | 34.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B