Back to SCHW-PJ
High Note Wealth, LLC → SCHW-PJ
High Note Wealth, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
65
Latest value
$1.2M
Q3 2026
Peak value
$33.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8K |
| Q3 2025 | $4K |
| Q3 2025 | $87K |
| Q3 2025 | $29 |
| Q3 2025 | $25.9M |
| Q3 2025 | $3 |
| Q3 2025 | $107K |
| Q3 2025 | $12K |
| Q3 2025 | $31K |
| Q3 2025 | $107K |
| Q3 2025 | $1.4M |
| Q4 2025 | $14K |
| Q4 2025 | $4K |
| Q4 2025 | $89K |
| Q4 2025 | $30 |
| Q4 2025 | $27M |
| Q4 2025 | $3 |
| Q4 2025 | $82K |
| Q4 2025 | $34K |
| Q4 2025 | $205K |
| Q4 2025 | $12K |
| Q4 2025 | $32K |
| Q4 2025 | $107K |
| Q4 2025 | $1.3M |
| Q1 2026 | $16K |
| Q1 2026 | $4K |
| Q1 2026 | $85K |
| Q1 2026 | $26 |
| Q1 2026 | $28M |
| Q1 2026 | $3 |
| Q1 2026 | $89K |
| Q1 2026 | $35K |
| Q1 2026 | $210K |
| Q1 2026 | $14K |
| Q1 2026 | $33K |
| Q1 2026 | $110K |
| Q1 2026 | $1.3M |
| Q2 2026 | $11K |
| Q2 2026 | $5K |
| Q2 2026 | $144K |
| Q2 2026 | $12K |
| Q2 2026 | $33.8M |
| Q2 2026 | $23K |
| Q2 2026 | $27K |
| Q2 2026 | $11K |
| Q2 2026 | $173K |
| Q2 2026 | $14K |
| Q2 2026 | $57K |
| Q2 2026 | $6K |
| Q2 2026 | $89K |
| Q2 2026 | $1.3M |
| Q3 2026 | $30K |
| Q3 2026 | $5K |
| Q3 2026 | $146K |
| Q3 2026 | $15K |
| Q3 2026 | $31.5M |
| Q3 2026 | $21K |
| Q3 2026 | $27K |
| Q3 2026 | $10K |
| Q3 2026 | $175K |
| Q3 2026 | $15K |
| Q3 2026 | $56K |
| Q3 2026 | $6K |
| Q3 2026 | $88K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 48.7K | — | — |
| Q3 2026 | $88K | 3.7K | — | — |
| Q3 2026 | $6K | 274 | — | — |
| Q3 2026 | $56K | 2.0K | — | — |
| Q3 2026 | $15K | 450 | — | — |
| Q3 2026 | $175K | 5.6K | — | — |
| Q3 2026 | $10K | 296 | — | — |
| Q3 2026 | $27K | 509 | — | — |
| Q3 2026 | $21K | 632 | — | — |
| Q3 2026 | $31.5M | 925.0K | — | — |
| Q3 2026 | $15K | 423 | — | — |
| Q3 2026 | $146K | 4.9K | — | — |
| Q3 2026 | $5K | 156 | — | — |
| Q3 2026 | $30K | 302 | — | — |
| Q2 2026 | $1.3M | 50.0K | — | — |
| Q2 2026 | $89K | 3.7K | — | — |
| Q2 2026 | $6K | 274 | — | — |
| Q2 2026 | $57K | 2.0K | — | — |
| Q2 2026 | $14K | 450 | — | — |
| Q2 2026 | $173K | 5.6K | — | — |
| Q2 2026 | $11K | 296 | — | — |
| Q2 2026 | $27K | 509 | — | — |
| Q2 2026 | $23K | 632 | — | — |
| Q2 2026 | $33.8M | 916.6K | — | — |
| Q2 2026 | $12K | 355 | — | — |
| Q2 2026 | $144K | 4.9K | — | — |
| Q2 2026 | $5K | 156 | — | — |
| Q2 2026 | $11K | 121 | — | — |
| Q1 2026 | $1.3M | 50.0K | — | — |
| Q1 2026 | $110K | 4.5K | — | — |
| Q1 2026 | $33K | 1.3K | — | — |
| Q1 2026 | $14K | 450 | — | — |
| Q1 2026 | $210K | 7.6K | — | — |
| Q1 2026 | $35K | 1.1K | — | — |
| Q1 2026 | $89K | 1.8K | — | — |
| Q1 2026 | $3 | 0 | — | — |
| Q1 2026 | $28M | 903.9K | — | — |
| Q1 2026 | $26 | 1 | — | — |
| Q1 2026 | $85K | 3.3K | — | — |
| Q1 2026 | $4K | 156 | — | — |
| Q1 2026 | $16K | 172 | — | — |
| Q4 2025 | $1.3M | 50.0K | — | — |
| Q4 2025 | $107K | 4.4K | — | — |
| Q4 2025 | $32K | 1.3K | — | — |
| Q4 2025 | $12K | 450 | — | — |
| Q4 2025 | $205K | 7.6K | — | — |
| Q4 2025 | $34K | 1.1K | — | — |
| Q4 2025 | $82K | 1.8K | — | — |
| Q4 2025 | $3 | 0 | — | — |
| Q4 2025 | $27M | 898.2K | — | — |
| Q4 2025 | $30 | 1 | — | — |
| Q4 2025 | $89K | 3.3K | — | — |
| Q4 2025 | $4K | 156 | — | — |
| Q4 2025 | $14K | 138 | — | — |
| Q3 2025 | $1.4M | 50.2K | — | — |
| Q3 2025 | $107K | 4.4K | — | — |
| Q3 2025 | $31K | 1.3K | — | — |
| Q3 2025 | $12K | 450 | — | — |
| Q3 2025 | $107K | 4.1K | — | — |
| Q3 2025 | $3 | 0 | — | — |
| Q3 2025 | $25.9M | 874.2K | — | — |
| Q3 2025 | $29 | 1 | — | — |
| Q3 2025 | $87K | 3.3K | — | — |
| Q3 2025 | $4K | 156 | — | — |
| Q3 2025 | $8K | 82 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other High Note Wealth, LLC positions
ETHA
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ETHA
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ETHA
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ETHA
$54MISHARES CORE S&P 500 ETF
ETHA
$53.4MISHARES CORE S&P 500 ETF
STT-PG
$34.4MSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
STT-PG
$34.1MSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ETHA
$32.2MISHARES ESG AWARE MSCI EAFE ETF