Back to SCHW-PJ
Heritage Wealth Management, Inc. /CA/ → SCHW-PJ
Heritage Wealth Management, Inc. /CA/ SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$3M
Q3 2026
Peak value
$13.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.9M |
| Q3 2025 | $865K |
| Q3 2025 | $470K |
| Q3 2025 | $5M |
| Q4 2025 | $11.6M |
| Q4 2025 | $5.1M |
| Q4 2025 | $1.9M |
| Q1 2026 | $11.1M |
| Q1 2026 | $5.4M |
| Q1 2026 | $3.1M |
| Q2 2026 | $13.2M |
| Q2 2026 | $5.6M |
| Q2 2026 | $3M |
| Q3 2026 | $13.8M |
| Q3 2026 | $5.9M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 125.0K | — | — |
| Q3 2026 | $5.9M | 247.6K | — | — |
| Q3 2026 | $13.8M | 384.0K | — | — |
| Q2 2026 | $3M | 125.0K | — | — |
| Q2 2026 | $5.6M | 225.1K | — | — |
| Q2 2026 | $13.2M | 389.3K | — | — |
| Q1 2026 | $3.1M | 129.0K | — | — |
| Q1 2026 | $5.4M | 215.5K | — | — |
| Q1 2026 | $11.1M | 379.4K | — | — |
| Q4 2025 | $1.9M | 77.0K | — | — |
| Q4 2025 | $5.1M | 204.5K | — | — |
| Q4 2025 | $11.6M | 354.1K | — | — |
| Q3 2025 | $5M | 200.2K | — | — |
| Q3 2025 | $470K | 20.2K | — | — |
| Q3 2025 | $865K | 31.7K | — | — |
| Q3 2025 | $11.9M | 371.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B