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Independent Wealth Advisors LLC → SCHW-PJ
Independent Wealth Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
4
Latest value
$1.6M
Q3 2026
Peak value
$1.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $436K |
| Q1 2026 | $489K |
| Q2 2026 | $507K |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 50.0K | — | — |
| Q2 2026 | $507K | 16.0K | — | — |
| Q1 2026 | $489K | 15.9K | — | — |
| Q4 2025 | $436K | 15.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B