Back to SCHW-PJ
Councilor Wealth, LLC → SCHW-PJ
Councilor Wealth, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
36
Latest value
$1.9M
Q3 2026
Peak value
$15.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15.3M |
| Q3 2025 | $12.4M |
| Q3 2025 | $8.9M |
| Q3 2025 | $3.6M |
| Q3 2025 | $4.3M |
| Q3 2025 | $1000K |
| Q3 2025 | $777K |
| Q4 2025 | $14.7M |
| Q4 2025 | $11.8M |
| Q4 2025 | $8.4M |
| Q4 2025 | $3.6M |
| Q4 2025 | $4.4M |
| Q4 2025 | $1M |
| Q4 2025 | $883K |
| Q1 2026 | $13.5M |
| Q1 2026 | $9.9M |
| Q1 2026 | $8.4M |
| Q1 2026 | $3.7M |
| Q1 2026 | $4.4M |
| Q1 2026 | $1M |
| Q1 2026 | $820K |
| Q2 2026 | $15.3M |
| Q2 2026 | $11.3M |
| Q2 2026 | $9.2M |
| Q2 2026 | $4.2M |
| Q2 2026 | $5.2M |
| Q2 2026 | $1M |
| Q2 2026 | $784K |
| Q3 2026 | $14.8M |
| Q3 2026 | $11.5M |
| Q3 2026 | $8.5M |
| Q3 2026 | $3.8M |
| Q3 2026 | $4.5M |
| Q3 2026 | $1M |
| Q3 2026 | $693K |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 75.6K | — | — |
| Q3 2026 | $693K | 21.3K | — | — |
| Q3 2026 | $1M | 32.6K | — | — |
| Q3 2026 | $4.5M | 136.4K | — | — |
| Q3 2026 | $3.8M | 111.2K | — | — |
| Q3 2026 | $8.5M | 255.7K | — | — |
| Q3 2026 | $11.5M | 321.0K | — | — |
| Q3 2026 | $14.8M | 492.5K | — | — |
| Q2 2026 | $784K | 24.7K | — | — |
| Q2 2026 | $1M | 32.6K | — | — |
| Q2 2026 | $5.2M | 145.3K | — | — |
| Q2 2026 | $4.2M | 115.1K | — | — |
| Q2 2026 | $9.2M | 265.1K | — | — |
| Q2 2026 | $11.3M | 333.0K | — | — |
| Q2 2026 | $15.3M | 520.8K | — | — |
| Q1 2026 | $820K | 26.7K | — | — |
| Q1 2026 | $1M | 36.6K | — | — |
| Q1 2026 | $4.4M | 151.6K | — | — |
| Q1 2026 | $3.7M | 118.4K | — | — |
| Q1 2026 | $8.4M | 274.6K | — | — |
| Q1 2026 | $9.9M | 341.1K | — | — |
| Q1 2026 | $13.5M | 526.6K | — | — |
| Q4 2025 | $883K | 32.2K | — | — |
| Q4 2025 | $1M | 37.7K | — | — |
| Q4 2025 | $4.4M | 153.0K | — | — |
| Q4 2025 | $3.6M | 119.1K | — | — |
| Q4 2025 | $8.4M | 283.4K | — | — |
| Q4 2025 | $11.8M | 361.2K | — | — |
| Q4 2025 | $14.7M | 546.7K | — | — |
| Q3 2025 | $777K | 28.5K | — | — |
| Q3 2025 | $1000K | 38.0K | — | — |
| Q3 2025 | $4.3M | 155.7K | — | — |
| Q3 2025 | $3.6M | 121.6K | — | — |
| Q3 2025 | $8.9M | 306.5K | — | — |
| Q3 2025 | $12.4M | 389.2K | — | — |
| Q3 2025 | $15.3M | 582.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B