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INVENIO WEALTH PARTNERS LLC → SCHW-PJ
INVENIO WEALTH PARTNERS LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
7
Latest value
$22.2M
Q3 2026
Peak value
$22.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $247K |
| Q3 2025 | $22.4M |
| Q4 2025 | $246K |
| Q4 2025 | $22.4M |
| Q1 2026 | $19.3M |
| Q2 2026 | $22.1M |
| Q3 2026 | $22.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22.2M | 616.6K | — | — |
| Q2 2026 | $22.1M | 651.6K | — | — |
| Q1 2026 | $19.3M | 662.2K | — | — |
| Q4 2025 | $22.4M | 688.1K | — | — |
| Q4 2025 | $246K | 2.5K | — | — |
| Q3 2025 | $22.4M | 703.3K | — | — |
| Q3 2025 | $247K | 2.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other INVENIO WEALTH PARTNERS LLC positions
ETHA
$25.1MISHARES MSCI INTL VALUE FACTOR ETF
ETHA
$24.4MISHARES MSCI INTL VALUE FACTOR ETF
ETHA
$23MISHARES MSCI INTL VALUE FACTOR ETF
JPM-PM
$20.7MJPMORGAN MUNICIPAL ETF
STT-PG
$20.4MSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
STT-PG
$20.3MSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
JPM-PM
$20.1MJPMORGAN MUNICIPAL ETF
JPM-PM
$19.7MJPMORGAN MUNICIPAL ETF