Back to SCHW-PJ
Cranbrook Wealth Management, LLC → SCHW-PJ
Cranbrook Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
13
Latest value
$88K
Q3 2026
Peak value
$18.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $153K |
| Q4 2025 | $16.1M |
| Q4 2025 | $80K |
| Q1 2026 | $144K |
| Q1 2026 | $16.6M |
| Q1 2026 | $83K |
| Q2 2026 | $113K |
| Q2 2026 | $18.6M |
| Q2 2026 | $85K |
| Q3 2026 | $119K |
| Q3 2026 | $18.8M |
| Q3 2026 | $3.9M |
| Q3 2026 | $88K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $88K | 1.8K | — | — |
| Q3 2026 | $3.9M | 153.7K | — | — |
| Q3 2026 | $18.8M | 685.8K | — | — |
| Q3 2026 | $119K | 1.2K | — | — |
| Q2 2026 | $85K | 1.8K | — | — |
| Q2 2026 | $18.6M | 672.1K | — | — |
| Q2 2026 | $113K | 1.2K | — | — |
| Q1 2026 | $83K | 1.8K | — | — |
| Q1 2026 | $16.6M | 672.3K | — | — |
| Q1 2026 | $144K | 1.5K | — | — |
| Q4 2025 | $80K | 1.8K | — | — |
| Q4 2025 | $16.1M | 670.1K | — | — |
| Q4 2025 | $153K | 1.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B