Back to SCHW-PJ
FSM Wealth Advisors, LLC → SCHW-PJ
FSM Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
39
Latest value
$326K
Q3 2026
Peak value
$41.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $269K |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.2M |
| Q4 2025 | $15.4M |
| Q4 2025 | $279K |
| Q4 2025 | $2.4M |
| Q4 2025 | $1.2M |
| Q4 2025 | $695K |
| Q4 2025 | $23.7M |
| Q1 2026 | $504K |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.2M |
| Q1 2026 | $18.4M |
| Q1 2026 | $287K |
| Q1 2026 | $2.2M |
| Q1 2026 | $1.4M |
| Q1 2026 | $777K |
| Q1 2026 | $31.3M |
| Q2 2026 | $480K |
| Q2 2026 | $1.9M |
| Q2 2026 | $1.5M |
| Q2 2026 | $23.8M |
| Q2 2026 | $359K |
| Q2 2026 | $2.1M |
| Q2 2026 | $1.5M |
| Q2 2026 | $499K |
| Q2 2026 | $897K |
| Q2 2026 | $39.2M |
| Q3 2026 | $518K |
| Q3 2026 | $2M |
| Q3 2026 | $1.5M |
| Q3 2026 | $26.2M |
| Q3 2026 | $338K |
| Q3 2026 | $1.9M |
| Q3 2026 | $2.1M |
| Q3 2026 | $611K |
| Q3 2026 | $933K |
| Q3 2026 | $41.9M |
| Q3 2026 | $326K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $326K | 14.8K | — | — |
| Q3 2026 | $41.9M | 1.55M | — | — |
| Q3 2026 | $933K | 28.2K | — | — |
| Q3 2026 | $611K | 19.0K | — | — |
| Q3 2026 | $2.1M | 56.6K | — | — |
| Q3 2026 | $1.9M | 58.4K | — | — |
| Q3 2026 | $338K | 9.7K | — | — |
| Q3 2026 | $26.2M | 718.1K | — | — |
| Q3 2026 | $1.5M | 50.6K | — | — |
| Q3 2026 | $2M | 66.9K | — | — |
| Q3 2026 | $518K | 5.3K | — | — |
| Q2 2026 | $39.2M | 1.41M | — | — |
| Q2 2026 | $897K | 28.3K | — | — |
| Q2 2026 | $499K | 16.1K | — | — |
| Q2 2026 | $1.5M | 41.5K | — | — |
| Q2 2026 | $2.1M | 58.5K | — | — |
| Q2 2026 | $359K | 9.7K | — | — |
| Q2 2026 | $23.8M | 703.6K | — | — |
| Q2 2026 | $1.5M | 50.5K | — | — |
| Q2 2026 | $1.9M | 66.9K | — | — |
| Q2 2026 | $480K | 5.2K | — | — |
| Q1 2026 | $31.3M | 1.26M | — | — |
| Q1 2026 | $777K | 25.3K | — | — |
| Q1 2026 | $1.4M | 42.4K | — | — |
| Q1 2026 | $2.2M | 74.2K | — | — |
| Q1 2026 | $287K | 9.3K | — | — |
| Q1 2026 | $18.4M | 632.9K | — | — |
| Q1 2026 | $1.2M | 45.2K | — | — |
| Q1 2026 | $1.7M | 66.8K | — | — |
| Q1 2026 | $504K | 5.4K | — | — |
| Q4 2025 | $23.7M | 987.3K | — | — |
| Q4 2025 | $695K | 25.3K | — | — |
| Q4 2025 | $1.2M | 38.1K | — | — |
| Q4 2025 | $2.4M | 84.6K | — | — |
| Q4 2025 | $279K | 9.3K | — | — |
| Q4 2025 | $15.4M | 473.6K | — | — |
| Q4 2025 | $1.2M | 44.8K | — | — |
| Q4 2025 | $1.8M | 66.7K | — | — |
| Q4 2025 | $269K | 2.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B