Back to SCHW-PJ
Heritage Family Offices, LLP → SCHW-PJ
Heritage Family Offices, LLP SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
23
Latest value
$3K
Q3 2026
Peak value
$9.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $917K |
| Q4 2025 | $476K |
| Q4 2025 | $321K |
| Q4 2025 | $1.3M |
| Q1 2026 | $931K |
| Q1 2026 | $467K |
| Q1 2026 | $238K |
| Q1 2026 | $4.8M |
| Q2 2026 | $1.1M |
| Q2 2026 | $573K |
| Q2 2026 | $7.3M |
| Q3 2026 | $253K |
| Q3 2026 | $21K |
| Q3 2026 | $11K |
| Q3 2026 | $13K |
| Q3 2026 | $1M |
| Q3 2026 | $517K |
| Q3 2026 | $18K |
| Q3 2026 | $38K |
| Q3 2026 | $17K |
| Q3 2026 | $67K |
| Q3 2026 | $9.1M |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 146 | — | — |
| Q3 2026 | $9.1M | 412.6K | — | — |
| Q3 2026 | $67K | 2.4K | — | — |
| Q3 2026 | $17K | 513 | — | — |
| Q3 2026 | $38K | 713 | — | — |
| Q3 2026 | $18K | 734 | — | — |
| Q3 2026 | $517K | 15.9K | — | — |
| Q3 2026 | $1M | 30.1K | — | — |
| Q3 2026 | $13K | 385 | — | — |
| Q3 2026 | $11K | 378 | — | — |
| Q3 2026 | $21K | 700 | — | — |
| Q3 2026 | $253K | 2.6K | — | — |
| Q2 2026 | $7.3M | 314.2K | — | — |
| Q2 2026 | $573K | 15.9K | — | — |
| Q2 2026 | $1.1M | 30.1K | — | — |
| Q1 2026 | $4.8M | 205.6K | — | — |
| Q1 2026 | $238K | 9.6K | — | — |
| Q1 2026 | $467K | 16.1K | — | — |
| Q1 2026 | $931K | 30.1K | — | — |
| Q4 2025 | $1.3M | 57.3K | — | — |
| Q4 2025 | $321K | 13.4K | — | — |
| Q4 2025 | $476K | 16.7K | — | — |
| Q4 2025 | $917K | 30.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B