Back to SCHW-PJ
Cornerstone Wealth Group, LLC → SCHW-PJ
Cornerstone Wealth Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
38
Latest value
$408K
Q3 2026
Peak value
$35.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $416K |
| Q4 2025 | $34.2M |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.5M |
| Q4 2025 | $3.5M |
| Q4 2025 | $480K |
| Q4 2025 | $486K |
| Q4 2025 | $409K |
| Q1 2026 | $392K |
| Q1 2026 | $34M |
| Q1 2026 | $876K |
| Q1 2026 | $1.3M |
| Q1 2026 | $3.4M |
| Q1 2026 | $509K |
| Q1 2026 | $792K |
| Q1 2026 | $460K |
| Q1 2026 | $1.4M |
| Q1 2026 | $441K |
| Q2 2026 | $411K |
| Q2 2026 | $35.3M |
| Q2 2026 | $926K |
| Q2 2026 | $1.4M |
| Q2 2026 | $3.9M |
| Q2 2026 | $527K |
| Q2 2026 | $828K |
| Q2 2026 | $503K |
| Q2 2026 | $1.5M |
| Q2 2026 | $477K |
| Q3 2026 | $601K |
| Q3 2026 | $35.3M |
| Q3 2026 | $983K |
| Q3 2026 | $1.3M |
| Q3 2026 | $3.5M |
| Q3 2026 | $530K |
| Q3 2026 | $844K |
| Q3 2026 | $462K |
| Q3 2026 | $1.4M |
| Q3 2026 | $408K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $408K | 14.9K | — | — |
| Q3 2026 | $1.4M | 44.0K | — | — |
| Q3 2026 | $462K | 13.2K | — | — |
| Q3 2026 | $844K | 15.7K | — | — |
| Q3 2026 | $530K | 14.5K | — | — |
| Q3 2026 | $3.5M | 107.2K | — | — |
| Q3 2026 | $1.3M | 37.9K | — | — |
| Q3 2026 | $983K | 27.4K | — | — |
| Q3 2026 | $35.3M | 1.18M | — | — |
| Q3 2026 | $601K | 6.1K | — | — |
| Q2 2026 | $477K | 17.2K | — | — |
| Q2 2026 | $1.5M | 46.4K | — | — |
| Q2 2026 | $503K | 13.2K | — | — |
| Q2 2026 | $828K | 15.7K | — | — |
| Q2 2026 | $527K | 14.5K | — | — |
| Q2 2026 | $3.9M | 106.8K | — | — |
| Q2 2026 | $1.4M | 38.5K | — | — |
| Q2 2026 | $926K | 27.4K | — | — |
| Q2 2026 | $35.3M | 1.20M | — | — |
| Q2 2026 | $411K | 4.5K | — | — |
| Q1 2026 | $441K | 16.9K | — | — |
| Q1 2026 | $1.4M | 44.7K | — | — |
| Q1 2026 | $460K | 13.0K | — | — |
| Q1 2026 | $792K | 15.6K | — | — |
| Q1 2026 | $509K | 14.4K | — | — |
| Q1 2026 | $3.4M | 106.0K | — | — |
| Q1 2026 | $1.3M | 38.2K | — | — |
| Q1 2026 | $876K | 27.1K | — | — |
| Q1 2026 | $34M | 1.22M | — | — |
| Q1 2026 | $392K | 4.3K | — | — |
| Q4 2025 | $409K | 17.0K | — | — |
| Q4 2025 | $486K | 17.7K | — | — |
| Q4 2025 | $480K | 14.6K | — | — |
| Q4 2025 | $3.5M | 122.1K | — | — |
| Q4 2025 | $1.5M | 49.8K | — | — |
| Q4 2025 | $1.4M | 41.8K | — | — |
| Q4 2025 | $34.2M | 1.27M | — | — |
| Q4 2025 | $416K | 4.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B