Back to SCHW-PJ
HRC WEALTH MANAGEMENT, LLC → SCHW-PJ
HRC WEALTH MANAGEMENT, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$9M
Q3 2026
Peak value
$79.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $33.7M |
| Q4 2025 | $73.3M |
| Q4 2025 | $38.1M |
| Q4 2025 | $869K |
| Q4 2025 | $6.9M |
| Q1 2026 | $32.2M |
| Q1 2026 | $65.5M |
| Q1 2026 | $39.9M |
| Q1 2026 | $895K |
| Q1 2026 | $8.4M |
| Q2 2026 | $36.6M |
| Q2 2026 | $75.8M |
| Q2 2026 | $45.3M |
| Q2 2026 | $1M |
| Q2 2026 | $8.7M |
| Q3 2026 | $37.1M |
| Q3 2026 | $79.9M |
| Q3 2026 | $43.2M |
| Q3 2026 | $1M |
| Q3 2026 | $9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9M | 277.1K | — | — |
| Q3 2026 | $1M | 32.4K | — | — |
| Q3 2026 | $43.2M | 1.30M | — | — |
| Q3 2026 | $79.9M | 2.22M | — | — |
| Q3 2026 | $37.1M | 1.24M | — | — |
| Q2 2026 | $8.7M | 274.6K | — | — |
| Q2 2026 | $1M | 32.3K | — | — |
| Q2 2026 | $45.3M | 1.30M | — | — |
| Q2 2026 | $75.8M | 2.24M | — | — |
| Q2 2026 | $36.6M | 1.24M | — | — |
| Q1 2026 | $8.4M | 272.4K | — | — |
| Q1 2026 | $895K | 32.1K | — | — |
| Q1 2026 | $39.9M | 1.31M | — | — |
| Q1 2026 | $65.5M | 2.25M | — | — |
| Q1 2026 | $32.2M | 1.26M | — | — |
| Q4 2025 | $6.9M | 253.2K | — | — |
| Q4 2025 | $869K | 32.0K | — | — |
| Q4 2025 | $38.1M | 1.29M | — | — |
| Q4 2025 | $73.3M | 2.25M | — | — |
| Q4 2025 | $33.7M | 1.25M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B