Back to SCHW-PJ
Insight Wealth Strategies, LLC → SCHW-PJ
Insight Wealth Strategies, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$285K
Q3 2026
Peak value
$20.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $258K |
| Q1 2026 | $230K |
| Q1 2026 | $218K |
| Q2 2026 | $269K |
| Q2 2026 | $20M |
| Q2 2026 | $227K |
| Q3 2026 | $228K |
| Q3 2026 | $20.8M |
| Q3 2026 | $232K |
| Q3 2026 | $285K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $285K | 11.9K | — | — |
| Q3 2026 | $232K | 7.1K | — | — |
| Q3 2026 | $20.8M | 387.2K | — | — |
| Q3 2026 | $228K | 6.3K | — | — |
| Q2 2026 | $227K | 7.1K | — | — |
| Q2 2026 | $20M | 383.7K | — | — |
| Q2 2026 | $269K | 7.9K | — | — |
| Q1 2026 | $218K | 7.1K | — | — |
| Q1 2026 | $230K | 7.9K | — | — |
| Q4 2025 | $258K | 7.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B