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Intergy Private Wealth, LLC → SCHW-PJ
Intergy Private Wealth, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$19.3M
Q3 2026
Peak value
$41.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $29.7M |
| Q4 2025 | $15.6M |
| Q1 2026 | $35.4M |
| Q1 2026 | $15.9M |
| Q2 2026 | $39M |
| Q2 2026 | $18.7M |
| Q3 2026 | $41.5M |
| Q3 2026 | $19.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.3M | 701.9K | — | — |
| Q3 2026 | $41.5M | 1.28M | — | — |
| Q2 2026 | $18.7M | 673.9K | — | — |
| Q2 2026 | $39M | 1.23M | — | — |
| Q1 2026 | $15.9M | 644.2K | — | — |
| Q1 2026 | $35.4M | 1.15M | — | — |
| Q4 2025 | $15.6M | 647.5K | — | — |
| Q4 2025 | $29.7M | 1.08M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B