Back to SCHW-PJ
Elwood & Goetz Wealth Advisory Group, LLC → SCHW-PJ
Elwood & Goetz Wealth Advisory Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
26
Latest value
$966K
Q3 2026
Peak value
$14.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.3M |
| Q4 2025 | $10.4M |
| Q4 2025 | $7.2M |
| Q4 2025 | $635K |
| Q4 2025 | $10.9M |
| Q4 2025 | $471K |
| Q1 2026 | $1.2M |
| Q1 2026 | $10.7M |
| Q1 2026 | $7.1M |
| Q1 2026 | $615K |
| Q1 2026 | $12.6M |
| Q1 2026 | $1M |
| Q2 2026 | $1.4M |
| Q2 2026 | $12.7M |
| Q2 2026 | $8.7M |
| Q2 2026 | $573K |
| Q2 2026 | $14.1M |
| Q2 2026 | $1.1M |
| Q3 2026 | $1.5M |
| Q3 2026 | $975K |
| Q3 2026 | $11.5M |
| Q3 2026 | $8.3M |
| Q3 2026 | $573K |
| Q3 2026 | $2.7M |
| Q3 2026 | $14.6M |
| Q3 2026 | $966K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $966K | 43.8K | — | — |
| Q3 2026 | $14.6M | 530.5K | — | — |
| Q3 2026 | $2.7M | 84.5K | — | — |
| Q3 2026 | $573K | 15.7K | — | — |
| Q3 2026 | $8.3M | 253.9K | — | — |
| Q3 2026 | $11.5M | 337.1K | — | — |
| Q3 2026 | $975K | 27.1K | — | — |
| Q3 2026 | $1.5M | 51.2K | — | — |
| Q2 2026 | $1.1M | 44.5K | — | — |
| Q2 2026 | $14.1M | 508.0K | — | — |
| Q2 2026 | $573K | 15.8K | — | — |
| Q2 2026 | $8.7M | 239.6K | — | — |
| Q2 2026 | $12.7M | 344.4K | — | — |
| Q2 2026 | $1.4M | 48.7K | — | — |
| Q1 2026 | $1M | 48.4K | — | — |
| Q1 2026 | $12.6M | 510.7K | — | — |
| Q1 2026 | $615K | 18.7K | — | — |
| Q1 2026 | $7.1M | 243.7K | — | — |
| Q1 2026 | $10.7M | 345.7K | — | — |
| Q1 2026 | $1.2M | 48.7K | — | — |
| Q4 2025 | $471K | 22.6K | — | — |
| Q4 2025 | $10.9M | 451.8K | — | — |
| Q4 2025 | $635K | 19.4K | — | — |
| Q4 2025 | $7.2M | 251.9K | — | — |
| Q4 2025 | $10.4M | 346.7K | — | — |
| Q4 2025 | $1.3M | 48.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B