Back to SCHW-PJ
Etesian Wealth Advisors, Inc. → SCHW-PJ
Etesian Wealth Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$2.4M
Q3 2026
Peak value
$5.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q4 2025 | $4.8M |
| Q4 2025 | $451K |
| Q1 2026 | $2.6M |
| Q1 2026 | $5.2M |
| Q1 2026 | $765K |
| Q2 2026 | $2.8M |
| Q2 2026 | $5.6M |
| Q2 2026 | $1.1M |
| Q3 2026 | $2.8M |
| Q3 2026 | $5.9M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 73.6K | — | — |
| Q3 2026 | $5.9M | 140.6K | — | — |
| Q3 2026 | $2.8M | 76.1K | — | — |
| Q2 2026 | $1.1M | 34.1K | — | — |
| Q2 2026 | $5.6M | 140.5K | — | — |
| Q2 2026 | $2.8M | 77.0K | — | — |
| Q1 2026 | $765K | 24.9K | — | — |
| Q1 2026 | $5.2M | 137.0K | — | — |
| Q1 2026 | $2.6M | 78.3K | — | — |
| Q4 2025 | $451K | 16.4K | — | — |
| Q4 2025 | $4.8M | 131.9K | — | — |
| Q4 2025 | $2.5M | 77.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B