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Heartwood Wealth Advisors LLC → SCHW-PJ
Heartwood Wealth Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
37
Latest value
$271K
Q3 2026
Peak value
$55.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $114K |
| Q3 2025 | $334K |
| Q3 2025 | $1.8M |
| Q3 2025 | $600K |
| Q3 2025 | $1.3M |
| Q3 2025 | $51.4M |
| Q3 2025 | $64K |
| Q3 2025 | $1.3M |
| Q3 2025 | $172K |
| Q3 2025 | $865 |
| Q4 2025 | $341K |
| Q4 2025 | $1.8M |
| Q4 2025 | $614K |
| Q4 2025 | $1.3M |
| Q4 2025 | $50.7M |
| Q4 2025 | $1.4M |
| Q1 2026 | $326K |
| Q1 2026 | $1.8M |
| Q1 2026 | $663K |
| Q1 2026 | $1.4M |
| Q1 2026 | $48.5M |
| Q1 2026 | $1.4M |
| Q1 2026 | $226K |
| Q2 2026 | $376K |
| Q2 2026 | $2.5M |
| Q2 2026 | $916K |
| Q2 2026 | $2M |
| Q2 2026 | $55.1M |
| Q2 2026 | $1.7M |
| Q2 2026 | $291K |
| Q3 2026 | $381K |
| Q3 2026 | $2.5M |
| Q3 2026 | $838K |
| Q3 2026 | $1.8M |
| Q3 2026 | $55.3M |
| Q3 2026 | $1.7M |
| Q3 2026 | $271K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $271K | 12.3K | — | — |
| Q3 2026 | $1.7M | 61.4K | — | — |
| Q3 2026 | $55.3M | 1.52M | — | — |
| Q3 2026 | $1.8M | 54.4K | — | — |
| Q3 2026 | $838K | 24.6K | — | — |
| Q3 2026 | $2.5M | 84.7K | — | — |
| Q3 2026 | $381K | 13.0K | — | — |
| Q2 2026 | $291K | 12.3K | — | — |
| Q2 2026 | $1.7M | 61.7K | — | — |
| Q2 2026 | $55.1M | 1.52M | — | — |
| Q2 2026 | $2M | 54.8K | — | — |
| Q2 2026 | $916K | 24.8K | — | — |
| Q2 2026 | $2.5M | 85.4K | — | — |
| Q2 2026 | $376K | 13.0K | — | — |
| Q1 2026 | $226K | 10.5K | — | — |
| Q1 2026 | $1.4M | 55.0K | — | — |
| Q1 2026 | $48.5M | 1.47M | — | — |
| Q1 2026 | $1.4M | 46.9K | — | — |
| Q1 2026 | $663K | 21.4K | — | — |
| Q1 2026 | $1.8M | 70.5K | — | — |
| Q1 2026 | $326K | 13.0K | — | — |
| Q4 2025 | $1.4M | 56.7K | — | — |
| Q4 2025 | $50.7M | 1.55M | — | — |
| Q4 2025 | $1.3M | 46.1K | — | — |
| Q4 2025 | $614K | 20.4K | — | — |
| Q4 2025 | $1.8M | 67.6K | — | — |
| Q4 2025 | $341K | 13.0K | — | — |
| Q3 2025 | $865 | 19 | — | — |
| Q3 2025 | $172K | 8.0K | — | — |
| Q3 2025 | $1.3M | 56.0K | — | — |
| Q3 2025 | $64K | 2.3K | — | — |
| Q3 2025 | $51.4M | 1.54M | — | — |
| Q3 2025 | $1.3M | 45.9K | — | — |
| Q3 2025 | $600K | 20.3K | — | — |
| Q3 2025 | $1.8M | 67.6K | — | — |
| Q3 2025 | $334K | 13.0K | — | — |
| Q3 2025 | $114K | 1.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B