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Essential Partners LLC → SCHW-PJ
Essential Partners LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
59
Latest value
$731K
Q3 2026
Peak value
$4.9M
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $289K |
| Q2 2025 | $65K |
| Q2 2025 | $581K |
| Q2 2025 | $697K |
| Q2 2025 | $2.2M |
| Q2 2025 | $494 |
| Q2 2025 | $601K |
| Q2 2025 | $9K |
| Q2 2025 | $1.5M |
| Q2 2025 | $1.4M |
| Q3 2025 | $317K |
| Q3 2025 | $70K |
| Q3 2025 | $527K |
| Q3 2025 | $852K |
| Q3 2025 | $2.5M |
| Q3 2025 | $486 |
| Q3 2025 | $629K |
| Q3 2025 | $1K |
| Q3 2025 | $1.1M |
| Q3 2025 | $897K |
| Q4 2025 | $351K |
| Q4 2025 | $72K |
| Q4 2025 | $470K |
| Q4 2025 | $944K |
| Q4 2025 | $2.8M |
| Q4 2025 | $2K |
| Q4 2025 | $796K |
| Q4 2025 | $2K |
| Q4 2025 | $1.1M |
| Q4 2025 | $806K |
| Q1 2026 | $299K |
| Q1 2026 | $68K |
| Q1 2026 | $484K |
| Q1 2026 | $1M |
| Q1 2026 | $3.7M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1K |
| Q1 2026 | $1.2M |
| Q1 2026 | $824K |
| Q2 2026 | $112K |
| Q2 2026 | $79K |
| Q2 2026 | $578K |
| Q2 2026 | $1.5M |
| Q2 2026 | $151K |
| Q2 2026 | $4.5M |
| Q2 2026 | $1.7M |
| Q2 2026 | $1K |
| Q2 2026 | $1.3M |
| Q2 2026 | $765K |
| Q3 2026 | $130K |
| Q3 2026 | $80K |
| Q3 2026 | $535K |
| Q3 2026 | $1.4M |
| Q3 2026 | $548K |
| Q3 2026 | $4.9M |
| Q3 2026 | $1.8M |
| Q3 2026 | $1K |
| Q3 2026 | $1.2M |
| Q3 2026 | $731K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $731K | 29.1K | — | — |
| Q3 2026 | $1.2M | 51.7K | — | — |
| Q3 2026 | $1K | 51 | — | — |
| Q3 2026 | $1.8M | 65.6K | — | — |
| Q3 2026 | $4.9M | 90.7K | — | — |
| Q3 2026 | $548K | 13.1K | — | — |
| Q3 2026 | $1.4M | 43.2K | — | — |
| Q3 2026 | $535K | 15.7K | — | — |
| Q3 2026 | $80K | 2.7K | — | — |
| Q3 2026 | $130K | 1.3K | — | — |
| Q2 2026 | $765K | 28.9K | — | — |
| Q2 2026 | $1.3M | 51.8K | — | — |
| Q2 2026 | $1K | 51 | — | — |
| Q2 2026 | $1.7M | 62.6K | — | — |
| Q2 2026 | $4.5M | 84.8K | — | — |
| Q2 2026 | $151K | 3.8K | — | — |
| Q2 2026 | $1.5M | 41.5K | — | — |
| Q2 2026 | $578K | 15.7K | — | — |
| Q2 2026 | $79K | 2.7K | — | — |
| Q2 2026 | $112K | 1.2K | — | — |
| Q1 2026 | $824K | 31.0K | — | — |
| Q1 2026 | $1.2M | 47.1K | — | — |
| Q1 2026 | $1K | 51 | — | — |
| Q1 2026 | $1.3M | 50.8K | — | — |
| Q1 2026 | $3.7M | 75.6K | — | — |
| Q1 2026 | $1M | 34.4K | — | — |
| Q1 2026 | $484K | 15.6K | — | — |
| Q1 2026 | $68K | 2.7K | — | — |
| Q1 2026 | $299K | 3.2K | — | — |
| Q4 2025 | $806K | 30.4K | — | — |
| Q4 2025 | $1.1M | 45.5K | — | — |
| Q4 2025 | $2K | 105 | — | — |
| Q4 2025 | $796K | 33.1K | — | — |
| Q4 2025 | $2K | 72 | — | — |
| Q4 2025 | $2.8M | 61.4K | — | — |
| Q4 2025 | $944K | 33.2K | — | — |
| Q4 2025 | $470K | 15.6K | — | — |
| Q4 2025 | $72K | 2.7K | — | — |
| Q4 2025 | $351K | 3.5K | — | — |
| Q3 2025 | $897K | 33.3K | — | — |
| Q3 2025 | $1.1M | 45.6K | — | — |
| Q3 2025 | $1K | 51 | — | — |
| Q3 2025 | $629K | 27.0K | — | — |
| Q3 2025 | $486 | 18 | — | — |
| Q3 2025 | $2.5M | 58.0K | — | — |
| Q3 2025 | $852K | 30.6K | — | — |
| Q3 2025 | $527K | 17.8K | — | — |
| Q3 2025 | $70K | 2.7K | — | — |
| Q3 2025 | $317K | 3.3K | — | — |
| Q2 2025 | $1.4M | 54.0K | — | — |
| Q2 2025 | $1.5M | 58.3K | — | — |
| Q2 2025 | $9K | 403 | — | — |
| Q2 2025 | $601K | 27.2K | — | — |
| Q2 2025 | $494 | 19 | — | — |
| Q2 2025 | $2.2M | 53.9K | — | — |
| Q2 2025 | $697K | 27.6K | — | — |
| Q2 2025 | $581K | 20.7K | — | — |
| Q2 2025 | $65K | 2.7K | — | — |
| Q2 2025 | $289K | 3.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B