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Global Wealth Management, LLC → SCHW-PJ
Global Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$18.6M
Q3 2026
Peak value
$23.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $23M |
| Q4 2025 | $18.3M |
| Q1 2026 | $20.5M |
| Q1 2026 | $19M |
| Q2 2026 | $23.5M |
| Q2 2026 | $19.9M |
| Q3 2026 | $22.2M |
| Q3 2026 | $18.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.6M | 573.3K | — | — |
| Q3 2026 | $22.2M | 757.4K | — | — |
| Q2 2026 | $19.9M | 628.9K | — | — |
| Q2 2026 | $23.5M | 810.6K | — | — |
| Q1 2026 | $19M | 618.0K | — | — |
| Q1 2026 | $20.5M | 817.8K | — | — |
| Q4 2025 | $18.3M | 667.3K | — | — |
| Q4 2025 | $23M | 878.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B