Back to SCHW-PJ
Equity Wealth Partners, LLC → SCHW-PJ
Equity Wealth Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$3.1M
Q3 2026
Peak value
$15.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q3 2025 | $4.9M |
| Q3 2025 | $4.6M |
| Q4 2025 | $2.3M |
| Q4 2025 | $10.9M |
| Q4 2025 | $3.5M |
| Q1 2026 | $2M |
| Q1 2026 | $12.7M |
| Q1 2026 | $3.3M |
| Q2 2026 | $2.3M |
| Q2 2026 | $15M |
| Q2 2026 | $3.3M |
| Q3 2026 | $2.5M |
| Q3 2026 | $15.6M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 95.2K | — | — |
| Q3 2026 | $15.6M | 496.4K | — | — |
| Q3 2026 | $2.5M | 68.8K | — | — |
| Q2 2026 | $3.3M | 102.7K | — | — |
| Q2 2026 | $15M | 483.5K | — | — |
| Q2 2026 | $2.3M | 69.2K | — | — |
| Q1 2026 | $3.3M | 109.0K | — | — |
| Q1 2026 | $12.7M | 454.7K | — | — |
| Q1 2026 | $2M | 68.6K | — | — |
| Q4 2025 | $3.5M | 127.5K | — | — |
| Q4 2025 | $10.9M | 401.5K | — | — |
| Q4 2025 | $2.3M | 69.5K | — | — |
| Q3 2025 | $4.6M | 170.0K | — | — |
| Q3 2025 | $4.9M | 187.0K | — | — |
| Q3 2025 | $2.1M | 67.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B