Back to SCHW-PJ
Graves Light Lenhart Wealth, Inc. → SCHW-PJ
Graves Light Lenhart Wealth, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$223K
Q3 2026
Peak value
$21.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $364K |
| Q4 2025 | $18.5M |
| Q4 2025 | $1.3M |
| Q4 2025 | $290K |
| Q1 2026 | $348K |
| Q1 2026 | $20.7M |
| Q1 2026 | $1.3M |
| Q1 2026 | $289K |
| Q2 2026 | $402K |
| Q2 2026 | $21.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $287K |
| Q3 2026 | $406K |
| Q3 2026 | $21.4M |
| Q3 2026 | $1.1M |
| Q3 2026 | $223K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $223K | 9.3K | — | — |
| Q3 2026 | $1.1M | 49.3K | — | — |
| Q3 2026 | $21.4M | 656.4K | — | — |
| Q3 2026 | $406K | 13.9K | — | — |
| Q2 2026 | $287K | 11.9K | — | — |
| Q2 2026 | $1.3M | 54.7K | — | — |
| Q2 2026 | $21.1M | 666.6K | — | — |
| Q2 2026 | $402K | 13.9K | — | — |
| Q1 2026 | $289K | 11.9K | — | — |
| Q1 2026 | $1.3M | 54.9K | — | — |
| Q1 2026 | $20.7M | 673.1K | — | — |
| Q1 2026 | $348K | 13.9K | — | — |
| Q4 2025 | $290K | 11.9K | — | — |
| Q4 2025 | $1.3M | 56.1K | — | — |
| Q4 2025 | $18.5M | 672.9K | — | — |
| Q4 2025 | $364K | 13.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B