Back to SCHW-PJ
Hidden Cove Wealth Management, LLC → SCHW-PJ
Hidden Cove Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
37
Latest value
$2.5M
Q3 2026
Peak value
$15M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $822K |
| Q3 2025 | $991K |
| Q3 2025 | $213K |
| Q3 2025 | $582K |
| Q3 2025 | $15M |
| Q3 2025 | $3.3M |
| Q3 2025 | $1M |
| Q4 2025 | $892K |
| Q4 2025 | $983K |
| Q4 2025 | $218K |
| Q4 2025 | $922K |
| Q4 2025 | $14.6M |
| Q4 2025 | $3.2M |
| Q4 2025 | $1.2M |
| Q4 2025 | $767K |
| Q1 2026 | $858K |
| Q1 2026 | $987K |
| Q1 2026 | $222K |
| Q1 2026 | $1.1M |
| Q1 2026 | $4.5M |
| Q1 2026 | $9.5M |
| Q1 2026 | $3.5M |
| Q2 2026 | $962K |
| Q2 2026 | $1.1M |
| Q2 2026 | $276K |
| Q2 2026 | $1.3M |
| Q2 2026 | $296K |
| Q2 2026 | $1.6M |
| Q2 2026 | $9.4M |
| Q2 2026 | $3.6M |
| Q3 2026 | $513K |
| Q3 2026 | $1.1M |
| Q3 2026 | $249K |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.4M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 104.6K | — | — |
| Q3 2026 | $1.4M | 41.7K | — | — |
| Q3 2026 | $1.9M | 45.1K | — | — |
| Q3 2026 | $1.2M | 38.5K | — | — |
| Q3 2026 | $249K | 7.6K | — | — |
| Q3 2026 | $1.1M | 32.4K | — | — |
| Q3 2026 | $513K | 14.3K | — | — |
| Q2 2026 | $3.6M | 147.4K | — | — |
| Q2 2026 | $9.4M | 380.3K | — | — |
| Q2 2026 | $1.6M | 51.7K | — | — |
| Q2 2026 | $296K | 5.6K | — | — |
| Q2 2026 | $1.3M | 40.1K | — | — |
| Q2 2026 | $276K | 7.6K | — | — |
| Q2 2026 | $1.1M | 32.4K | — | — |
| Q2 2026 | $962K | 28.4K | — | — |
| Q1 2026 | $3.5M | 145.9K | — | — |
| Q1 2026 | $9.5M | 380.6K | — | — |
| Q1 2026 | $4.5M | 146.7K | — | — |
| Q1 2026 | $1.1M | 34.2K | — | — |
| Q1 2026 | $222K | 7.6K | — | — |
| Q1 2026 | $987K | 32.4K | — | — |
| Q1 2026 | $858K | 29.5K | — | — |
| Q4 2025 | $767K | 31.5K | — | — |
| Q4 2025 | $1.2M | 49.5K | — | — |
| Q4 2025 | $3.2M | 138.0K | — | — |
| Q4 2025 | $14.6M | 530.6K | — | — |
| Q4 2025 | $922K | 30.9K | — | — |
| Q4 2025 | $218K | 7.6K | — | — |
| Q4 2025 | $983K | 33.2K | — | — |
| Q4 2025 | $892K | 27.4K | — | — |
| Q3 2025 | $1M | 42.1K | — | — |
| Q3 2025 | $3.3M | 142.5K | — | — |
| Q3 2025 | $15M | 547.9K | — | — |
| Q3 2025 | $582K | 20.8K | — | — |
| Q3 2025 | $213K | 7.6K | — | — |
| Q3 2025 | $991K | 34.0K | — | — |
| Q3 2025 | $822K | 25.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B