Back to SCHW-PJ
GenWealth Group, Inc. → SCHW-PJ
GenWealth Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$2.4M
Q3 2026
Peak value
$58.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q3 2025 | $4M |
| Q3 2025 | $45M |
| Q3 2025 | $389K |
| Q3 2025 | $2.3M |
| Q4 2025 | $1.5M |
| Q4 2025 | $4M |
| Q4 2025 | $50.2M |
| Q4 2025 | $400K |
| Q4 2025 | $2.3M |
| Q1 2026 | $1.4M |
| Q1 2026 | $3.6M |
| Q1 2026 | $52M |
| Q1 2026 | $480K |
| Q1 2026 | $2.5M |
| Q2 2026 | $1.8M |
| Q2 2026 | $4.2M |
| Q2 2026 | $58.5M |
| Q2 2026 | $491K |
| Q2 2026 | $2.5M |
| Q3 2026 | $1.8M |
| Q3 2026 | $4.4M |
| Q3 2026 | $55.1M |
| Q3 2026 | $646K |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 102.0K | — | — |
| Q3 2026 | $646K | 19.9K | — | — |
| Q3 2026 | $55.1M | 1.65M | — | — |
| Q3 2026 | $4.4M | 122.5K | — | — |
| Q3 2026 | $1.8M | 60.7K | — | — |
| Q2 2026 | $2.5M | 101.5K | — | — |
| Q2 2026 | $491K | 15.5K | — | — |
| Q2 2026 | $58.5M | 1.68M | — | — |
| Q2 2026 | $4.2M | 122.9K | — | — |
| Q2 2026 | $1.8M | 60.8K | — | — |
| Q1 2026 | $2.5M | 100.1K | — | — |
| Q1 2026 | $480K | 15.6K | — | — |
| Q1 2026 | $52M | 1.70M | — | — |
| Q1 2026 | $3.6M | 123.0K | — | — |
| Q1 2026 | $1.4M | 54.7K | — | — |
| Q4 2025 | $2.3M | 92.3K | — | — |
| Q4 2025 | $400K | 14.3K | — | — |
| Q4 2025 | $50.2M | 1.65M | — | — |
| Q4 2025 | $4M | 123.0K | — | — |
| Q4 2025 | $1.5M | 55.3K | — | — |
| Q3 2025 | $2.3M | 91.1K | — | — |
| Q3 2025 | $389K | 14.3K | — | — |
| Q3 2025 | $45M | 1.55M | — | — |
| Q3 2025 | $4M | 124.7K | — | — |
| Q3 2025 | $1.5M | 57.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B