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Global Wealth Strategies & Associates → SCHW-PJ
Global Wealth Strategies & Associates SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
37
Latest value
$309K
Q3 2026
Peak value
$11.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5K |
| Q4 2025 | $411K |
| Q4 2025 | $1.2M |
| Q4 2025 | $631K |
| Q4 2025 | $311K |
| Q4 2025 | $416K |
| Q4 2025 | $3.4M |
| Q4 2025 | $12K |
| Q4 2025 | $11K |
| Q4 2025 | $36K |
| Q4 2025 | $45K |
| Q4 2025 | $371K |
| Q1 2026 | $5K |
| Q1 2026 | $390K |
| Q1 2026 | $759K |
| Q1 2026 | $414K |
| Q1 2026 | $185K |
| Q1 2026 | $8.3M |
| Q1 2026 | $3.1M |
| Q1 2026 | $14K |
| Q1 2026 | $11K |
| Q1 2026 | $37K |
| Q1 2026 | $50K |
| Q1 2026 | $304K |
| Q1 2026 | $2K |
| Q2 2026 | $447K |
| Q2 2026 | $808K |
| Q2 2026 | $416K |
| Q2 2026 | $11.6M |
| Q2 2026 | $4.3M |
| Q2 2026 | $326K |
| Q3 2026 | $456K |
| Q3 2026 | $856K |
| Q3 2026 | $394K |
| Q3 2026 | $11M |
| Q3 2026 | $4.1M |
| Q3 2026 | $309K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $309K | 11.3K | — | — |
| Q3 2026 | $4.1M | 62.1K | — | — |
| Q3 2026 | $11M | 337.2K | — | — |
| Q3 2026 | $394K | 11.8K | — | — |
| Q3 2026 | $856K | 23.8K | — | — |
| Q3 2026 | $456K | 15.2K | — | — |
| Q2 2026 | $326K | 11.8K | — | — |
| Q2 2026 | $4.3M | 61.1K | — | — |
| Q2 2026 | $11.6M | 320.5K | — | — |
| Q2 2026 | $416K | 12.0K | — | — |
| Q2 2026 | $808K | 23.9K | — | — |
| Q2 2026 | $447K | 15.2K | — | — |
| Q1 2026 | $2K | 97 | — | — |
| Q1 2026 | $304K | 12.3K | — | — |
| Q1 2026 | $50K | 1.6K | — | — |
| Q1 2026 | $37K | 1.3K | — | — |
| Q1 2026 | $11K | 335 | — | — |
| Q1 2026 | $14K | 276 | — | — |
| Q1 2026 | $3.1M | 59.0K | — | — |
| Q1 2026 | $8.3M | 285.9K | — | — |
| Q1 2026 | $185K | 6.0K | — | — |
| Q1 2026 | $414K | 13.6K | — | — |
| Q1 2026 | $759K | 26.1K | — | — |
| Q1 2026 | $390K | 15.2K | — | — |
| Q1 2026 | $5K | 181 | — | — |
| Q4 2025 | $371K | 15.4K | — | — |
| Q4 2025 | $45K | 1.7K | — | — |
| Q4 2025 | $36K | 1.3K | — | — |
| Q4 2025 | $11K | 334 | — | — |
| Q4 2025 | $12K | 276 | — | — |
| Q4 2025 | $3.4M | 56.4K | — | — |
| Q4 2025 | $416K | 14.6K | — | — |
| Q4 2025 | $311K | 10.3K | — | — |
| Q4 2025 | $631K | 21.3K | — | — |
| Q4 2025 | $1.2M | 35.4K | — | — |
| Q4 2025 | $411K | 15.3K | — | — |
| Q4 2025 | $5K | 181 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B