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Curry Webb Wealth Management LLC → SCHW-PJ
Curry Webb Wealth Management LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$2.9M
Q3 2026
Peak value
$3.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q4 2025 | $2.1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $2.5M |
| Q2 2026 | $1.2M |
| Q2 2026 | $2.9M |
| Q3 2026 | $25K |
| Q3 2026 | $49K |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.2M |
| Q3 2026 | $3.3M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 60.9K | — | — |
| Q3 2026 | $3.3M | 66.4K | — | — |
| Q3 2026 | $1.2M | 44.0K | — | — |
| Q3 2026 | $1.1M | 39.9K | — | — |
| Q3 2026 | $49K | 1.5K | — | — |
| Q3 2026 | $25K | 723 | — | — |
| Q2 2026 | $2.9M | 60.9K | — | — |
| Q2 2026 | $1.2M | 44.0K | — | — |
| Q1 2026 | $2.5M | 52.7K | — | — |
| Q1 2026 | $1.1M | 45.9K | — | — |
| Q4 2025 | $2.1M | 45.3K | — | — |
| Q4 2025 | $1.1M | 46.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B