Back to SCHW-PJ
HB Wealth Management, LLC → SCHW-PJ
HB Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
69
Latest value
$8.9M
Q3 2026
Peak value
$190.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6M |
| Q4 2025 | $175.4M |
| Q4 2025 | $81.6M |
| Q4 2025 | $59.8M |
| Q4 2025 | $3M |
| Q4 2025 | $9.5M |
| Q4 2025 | $8.2M |
| Q4 2025 | $1.4M |
| Q4 2025 | $252K |
| Q4 2025 | $1.1M |
| Q4 2025 | $681K |
| Q4 2025 | $43.3M |
| Q4 2025 | $34.5M |
| Q4 2025 | $1.3M |
| Q4 2025 | $272K |
| Q4 2025 | $5.5M |
| Q4 2025 | $882K |
| Q1 2026 | $6M |
| Q1 2026 | $165.5M |
| Q1 2026 | $78.6M |
| Q1 2026 | $50.6M |
| Q1 2026 | $2.9M |
| Q1 2026 | $9.7M |
| Q1 2026 | $8.5M |
| Q1 2026 | $1.4M |
| Q1 2026 | $344K |
| Q1 2026 | $1M |
| Q1 2026 | $1.2M |
| Q1 2026 | $50.4M |
| Q1 2026 | $35M |
| Q1 2026 | $1.2M |
| Q1 2026 | $5.5M |
| Q1 2026 | $771K |
| Q2 2026 | $5M |
| Q2 2026 | $190.3M |
| Q2 2026 | $92.6M |
| Q2 2026 | $58.3M |
| Q2 2026 | $3.6M |
| Q2 2026 | $13.7M |
| Q2 2026 | $10.6M |
| Q2 2026 | $1.6M |
| Q2 2026 | $5.5M |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $56.5M |
| Q2 2026 | $39.8M |
| Q2 2026 | $1.2M |
| Q2 2026 | $5.5M |
| Q2 2026 | $407K |
| Q2 2026 | $3.5M |
| Q3 2026 | $6.5M |
| Q3 2026 | $190.9M |
| Q3 2026 | $109.5M |
| Q3 2026 | $65.5M |
| Q3 2026 | $3.4M |
| Q3 2026 | $12.7M |
| Q3 2026 | $17.9M |
| Q3 2026 | $3.3M |
| Q3 2026 | $4M |
| Q3 2026 | $19.4M |
| Q3 2026 | $11M |
| Q3 2026 | $5M |
| Q3 2026 | $53.4M |
| Q3 2026 | $52.8M |
| Q3 2026 | $292K |
| Q3 2026 | $1.4M |
| Q3 2026 | $5M |
| Q3 2026 | $773K |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 178.5K | — | — |
| Q3 2026 | $773K | 30.8K | — | — |
| Q3 2026 | $5M | 211.6K | — | — |
| Q3 2026 | $1.4M | 65.8K | — | — |
| Q3 2026 | $292K | 13.2K | — | — |
| Q3 2026 | $52.8M | 1.92M | — | — |
| Q3 2026 | $53.4M | 1.64M | — | — |
| Q3 2026 | $5M | 159.2K | — | — |
| Q3 2026 | $11M | 315.4K | — | — |
| Q3 2026 | $19.4M | 360.6K | — | — |
| Q3 2026 | $4M | 94.6K | — | — |
| Q3 2026 | $3.3M | 91.3K | — | — |
| Q3 2026 | $17.9M | 548.7K | — | — |
| Q3 2026 | $12.7M | 373.4K | — | — |
| Q3 2026 | $3.4M | 103.2K | — | — |
| Q3 2026 | $65.5M | 1.82M | — | — |
| Q3 2026 | $109.5M | 3.65M | — | — |
| Q3 2026 | $190.9M | 6.51M | — | — |
| Q3 2026 | $6.5M | 66.6K | — | — |
| Q2 2026 | $3.5M | 72.7K | — | — |
| Q2 2026 | $407K | 15.4K | — | — |
| Q2 2026 | $5.5M | 225.8K | — | — |
| Q2 2026 | $1.2M | 50.1K | — | — |
| Q2 2026 | $39.8M | 1.44M | — | — |
| Q2 2026 | $56.5M | 1.78M | — | — |
| Q2 2026 | $1.3M | 41.2K | — | — |
| Q2 2026 | $1.1M | 29.6K | — | — |
| Q2 2026 | $5.5M | 104.4K | — | — |
| Q2 2026 | $1.6M | 44.7K | — | — |
| Q2 2026 | $10.6M | 292.2K | — | — |
| Q2 2026 | $13.7M | 372.5K | — | — |
| Q2 2026 | $3.6M | 103.1K | — | — |
| Q2 2026 | $58.3M | 1.72M | — | — |
| Q2 2026 | $92.6M | 3.15M | — | — |
| Q2 2026 | $190.3M | 6.57M | — | — |
| Q2 2026 | $5M | 53.7K | — | — |
| Q1 2026 | $771K | 16.5K | — | — |
| Q1 2026 | $5.5M | 226.8K | — | — |
| Q1 2026 | $1.2M | 53.2K | — | — |
| Q1 2026 | $35M | 1.41M | — | — |
| Q1 2026 | $50.4M | 1.64M | — | — |
| Q1 2026 | $1.2M | 41.3K | — | — |
| Q1 2026 | $1M | 31.0K | — | — |
| Q1 2026 | $344K | 7.0K | — | — |
| Q1 2026 | $1.4M | 41.1K | — | — |
| Q1 2026 | $8.5M | 293.2K | — | — |
| Q1 2026 | $9.7M | 311.9K | — | — |
| Q1 2026 | $2.9M | 94.7K | — | — |
| Q1 2026 | $50.6M | 1.74M | — | — |
| Q1 2026 | $78.6M | 3.07M | — | — |
| Q1 2026 | $165.5M | 6.60M | — | — |
| Q1 2026 | $6M | 64.3K | — | — |
| Q4 2025 | $882K | 19.4K | — | — |
| Q4 2025 | $5.5M | 224.9K | — | — |
| Q4 2025 | $272K | 10.8K | — | — |
| Q4 2025 | $1.3M | 57.5K | — | — |
| Q4 2025 | $34.5M | 1.44M | — | — |
| Q4 2025 | $43.3M | 1.58M | — | — |
| Q4 2025 | $681K | 25.0K | — | — |
| Q4 2025 | $1.1M | 36.1K | — | — |
| Q4 2025 | $252K | 5.6K | — | — |
| Q4 2025 | $1.4M | 43.2K | — | — |
| Q4 2025 | $8.2M | 288.1K | — | — |
| Q4 2025 | $9.5M | 315.4K | — | — |
| Q4 2025 | $3M | 102.5K | — | — |
| Q4 2025 | $59.8M | 1.83M | — | — |
| Q4 2025 | $81.6M | 3.03M | — | — |
| Q4 2025 | $175.4M | 6.69M | — | — |
| Q4 2025 | $6M | 59.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B