Back to SCHW-PJ
Independent Solutions Wealth Management, LLC → SCHW-PJ
Independent Solutions Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
44
Latest value
$4.3M
Q3 2026
Peak value
$10.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.8M |
| Q4 2025 | $9.6M |
| Q4 2025 | $9.3M |
| Q4 2025 | $4.4M |
| Q4 2025 | $2.5M |
| Q4 2025 | $2.8M |
| Q4 2025 | $4.8M |
| Q4 2025 | $6.6M |
| Q4 2025 | $1.7M |
| Q4 2025 | $5.5M |
| Q4 2025 | $4.8M |
| Q1 2026 | $3.6M |
| Q1 2026 | $8.4M |
| Q1 2026 | $9.3M |
| Q1 2026 | $4.5M |
| Q1 2026 | $2.4M |
| Q1 2026 | $3.2M |
| Q1 2026 | $4.8M |
| Q1 2026 | $6.5M |
| Q1 2026 | $1.7M |
| Q1 2026 | $5.5M |
| Q1 2026 | $4.9M |
| Q2 2026 | $4M |
| Q2 2026 | $9.6M |
| Q2 2026 | $10.5M |
| Q2 2026 | $5.1M |
| Q2 2026 | $3M |
| Q2 2026 | $3.3M |
| Q2 2026 | $5.2M |
| Q2 2026 | $6.6M |
| Q2 2026 | $1.9M |
| Q2 2026 | $5.7M |
| Q2 2026 | $4.7M |
| Q3 2026 | $3.9M |
| Q3 2026 | $9.6M |
| Q3 2026 | $9.6M |
| Q3 2026 | $4.6M |
| Q3 2026 | $2.6M |
| Q3 2026 | $3.6M |
| Q3 2026 | $5M |
| Q3 2026 | $6.1M |
| Q3 2026 | $1.7M |
| Q3 2026 | $5.2M |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 181.0K | — | — |
| Q3 2026 | $5.2M | 221.1K | — | — |
| Q3 2026 | $1.7M | 77.4K | — | — |
| Q3 2026 | $6.1M | 274.5K | — | — |
| Q3 2026 | $5M | 183.2K | — | — |
| Q3 2026 | $3.6M | 111.1K | — | — |
| Q3 2026 | $2.6M | 79.9K | — | — |
| Q3 2026 | $4.6M | 135.2K | — | — |
| Q3 2026 | $9.6M | 289.1K | — | — |
| Q3 2026 | $9.6M | 268.2K | — | — |
| Q3 2026 | $3.9M | 133.7K | — | — |
| Q2 2026 | $4.7M | 195.1K | — | — |
| Q2 2026 | $5.7M | 230.8K | — | — |
| Q2 2026 | $1.9M | 79.7K | — | — |
| Q2 2026 | $6.6M | 287.3K | — | — |
| Q2 2026 | $5.2M | 189.0K | — | — |
| Q2 2026 | $3.3M | 104.6K | — | — |
| Q2 2026 | $3M | 82.6K | — | — |
| Q2 2026 | $5.1M | 139.5K | — | — |
| Q2 2026 | $10.5M | 301.4K | — | — |
| Q2 2026 | $9.6M | 284.0K | — | — |
| Q2 2026 | $4M | 138.1K | — | — |
| Q1 2026 | $4.9M | 200.5K | — | — |
| Q1 2026 | $5.5M | 219.0K | — | — |
| Q1 2026 | $1.7M | 80.0K | — | — |
| Q1 2026 | $6.5M | 280.0K | — | — |
| Q1 2026 | $4.8M | 195.5K | — | — |
| Q1 2026 | $3.2M | 105.0K | — | — |
| Q1 2026 | $2.4M | 82.8K | — | — |
| Q1 2026 | $4.5M | 144.0K | — | — |
| Q1 2026 | $9.3M | 304.7K | — | — |
| Q1 2026 | $8.4M | 287.3K | — | — |
| Q1 2026 | $3.6M | 142.8K | — | — |
| Q4 2025 | $4.8M | 198.6K | — | — |
| Q4 2025 | $5.5M | 219.6K | — | — |
| Q4 2025 | $1.7M | 83.1K | — | — |
| Q4 2025 | $6.6M | 280.5K | — | — |
| Q4 2025 | $4.8M | 200.2K | — | — |
| Q4 2025 | $2.8M | 103.9K | — | — |
| Q4 2025 | $2.5M | 87.0K | — | — |
| Q4 2025 | $4.4M | 145.8K | — | — |
| Q4 2025 | $9.3M | 313.1K | — | — |
| Q4 2025 | $9.6M | 294.6K | — | — |
| Q4 2025 | $3.8M | 145.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B