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Gerber Kawasaki Wealth & Investment Management → SCHW-PJ
Gerber Kawasaki Wealth & Investment Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
36
Latest value
$775K
Q3 2026
Peak value
$55M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $803K |
| Q3 2025 | $510K |
| Q3 2025 | $841K |
| Q3 2025 | $248K |
| Q3 2025 | $52M |
| Q3 2025 | $569K |
| Q3 2025 | $483K |
| Q4 2025 | $825K |
| Q4 2025 | $515K |
| Q4 2025 | $894K |
| Q4 2025 | $207K |
| Q4 2025 | $51.8M |
| Q4 2025 | $676K |
| Q1 2026 | $821K |
| Q1 2026 | $494K |
| Q1 2026 | $728K |
| Q1 2026 | $240K |
| Q1 2026 | $202K |
| Q1 2026 | $53.1M |
| Q1 2026 | $691K |
| Q2 2026 | $245K |
| Q2 2026 | $1.1M |
| Q2 2026 | $568K |
| Q2 2026 | $877K |
| Q2 2026 | $238K |
| Q2 2026 | $53.9M |
| Q2 2026 | $826K |
| Q3 2026 | $244K |
| Q3 2026 | $1.1M |
| Q3 2026 | $600K |
| Q3 2026 | $977K |
| Q3 2026 | $282K |
| Q3 2026 | $250K |
| Q3 2026 | $323K |
| Q3 2026 | $55M |
| Q3 2026 | $775K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $775K | 28.2K | — | — |
| Q3 2026 | $55M | 1.69M | — | — |
| Q3 2026 | $323K | 10.3K | — | — |
| Q3 2026 | $250K | 4.7K | — | — |
| Q3 2026 | $282K | 8.6K | — | — |
| Q3 2026 | $977K | 27.2K | — | — |
| Q3 2026 | $600K | 20.0K | — | — |
| Q3 2026 | $1.1M | 38.2K | — | — |
| Q3 2026 | $244K | 2.5K | — | — |
| Q2 2026 | $826K | 29.8K | — | — |
| Q2 2026 | $53.9M | 1.70M | — | — |
| Q2 2026 | $238K | 7.7K | — | — |
| Q2 2026 | $877K | 25.9K | — | — |
| Q2 2026 | $568K | 19.3K | — | — |
| Q2 2026 | $1.1M | 38.7K | — | — |
| Q2 2026 | $245K | 2.7K | — | — |
| Q1 2026 | $691K | 27.9K | — | — |
| Q1 2026 | $53.1M | 1.73M | — | — |
| Q1 2026 | $202K | 7.3K | — | — |
| Q1 2026 | $240K | 8.3K | — | — |
| Q1 2026 | $728K | 25.0K | — | — |
| Q1 2026 | $494K | 19.3K | — | — |
| Q1 2026 | $821K | 32.7K | — | — |
| Q4 2025 | $676K | 28.1K | — | — |
| Q4 2025 | $51.8M | 1.89M | — | — |
| Q4 2025 | $207K | 7.3K | — | — |
| Q4 2025 | $894K | 27.4K | — | — |
| Q4 2025 | $515K | 19.1K | — | — |
| Q4 2025 | $825K | 31.5K | — | — |
| Q3 2025 | $483K | 22.4K | — | — |
| Q3 2025 | $569K | 24.4K | — | — |
| Q3 2025 | $52M | 1.90M | — | — |
| Q3 2025 | $248K | 8.9K | — | — |
| Q3 2025 | $841K | 26.3K | — | — |
| Q3 2025 | $510K | 19.4K | — | — |
| Q3 2025 | $803K | 31.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B