Back to SCHW-PJ
Dodds Wealth, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
11
Latest value
$33.8M
Q3 2026
Peak value
$35.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24M |
| Q3 2025 | $32M |
| Q3 2025 | $206K |
| Q4 2025 | $25.8M |
| Q4 2025 | $31.5M |
| Q1 2026 | $25.3M |
| Q1 2026 | $31.8M |
| Q2 2026 | $29.6M |
| Q2 2026 | $35.9M |
| Q3 2026 | $31.6M |
| Q3 2026 | $33.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $33.8M | 1.02M | — | — |
| Q3 2026 | $31.6M | 1.08M | — | — |
| Q2 2026 | $35.9M | 1.03M | — | — |
| Q2 2026 | $29.6M | 1.02M | — | — |
| Q1 2026 | $31.8M | 1.04M | — | — |
| Q1 2026 | $25.3M | 1.01M | — | — |
| Q4 2025 | $31.5M | 1.06M | — | — |
| Q4 2025 | $25.8M | 984.7K | — | — |
| Q3 2025 | $206K | 9.5K | — | — |
| Q3 2025 | $32M | 1.10M | — | — |
| Q3 2025 | $24M | 932.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B