Back to SCHW-PJ
Cornerstone Wealth, LLC/TN → SCHW-PJ
Cornerstone Wealth, LLC/TN SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$569K
Q3 2026
Peak value
$5M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $3.2M |
| Q1 2026 | $515K |
| Q2 2026 | $272K |
| Q2 2026 | $4.7M |
| Q2 2026 | $519K |
| Q3 2026 | $240K |
| Q3 2026 | $5M |
| Q3 2026 | $569K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $569K | 16.1K | — | — |
| Q3 2026 | $5M | 92.8K | — | — |
| Q3 2026 | $240K | 2.6K | — | — |
| Q2 2026 | $519K | 16.0K | — | — |
| Q2 2026 | $4.7M | 88.1K | — | — |
| Q2 2026 | $272K | 2.6K | — | — |
| Q1 2026 | $515K | 16.5K | — | — |
| Q1 2026 | $3.2M | 62.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B