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Horst & Graben Wealth Management LLC → SCHW-PJ
Horst & Graben Wealth Management LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$39.4M
Q3 2026
Peak value
$39.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $910K |
| Q4 2025 | $238K |
| Q4 2025 | $32.5M |
| Q1 2026 | $924K |
| Q1 2026 | $267K |
| Q1 2026 | $33.1M |
| Q2 2026 | $836K |
| Q2 2026 | $252K |
| Q2 2026 | $34M |
| Q3 2026 | $805K |
| Q3 2026 | $230K |
| Q3 2026 | $39.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $39.4M | 1.78M | — | — |
| Q3 2026 | $230K | 6.8K | — | — |
| Q3 2026 | $805K | 26.8K | — | — |
| Q2 2026 | $34M | 1.47M | — | — |
| Q2 2026 | $252K | 6.9K | — | — |
| Q2 2026 | $836K | 28.5K | — | — |
| Q1 2026 | $33.1M | 1.42M | — | — |
| Q1 2026 | $267K | 7.9K | — | — |
| Q1 2026 | $924K | 32.8K | — | — |
| Q4 2025 | $32.5M | 1.39M | — | — |
| Q4 2025 | $238K | 7.9K | — | — |
| Q4 2025 | $910K | 33.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B