Back to SCHW-PJ
JAMISON PRIVATE WEALTH MANAGEMENT, INC. → SCHW-PJ
JAMISON PRIVATE WEALTH MANAGEMENT, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$274K
Q3 2026
Peak value
$13M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13M |
| Q4 2025 | $453K |
| Q4 2025 | $440K |
| Q4 2025 | $256K |
| Q4 2025 | $239K |
| Q1 2026 | $12.3M |
| Q1 2026 | $435K |
| Q1 2026 | $417K |
| Q1 2026 | $248K |
| Q1 2026 | $257K |
| Q2 2026 | $12.2M |
| Q2 2026 | $501K |
| Q2 2026 | $519K |
| Q2 2026 | $309K |
| Q2 2026 | $266K |
| Q3 2026 | $13M |
| Q3 2026 | $508K |
| Q3 2026 | $548K |
| Q3 2026 | $280K |
| Q3 2026 | $274K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $274K | 8.4K | — | — |
| Q3 2026 | $280K | 8.6K | — | — |
| Q3 2026 | $548K | 15.2K | — | — |
| Q3 2026 | $508K | 17.3K | — | — |
| Q3 2026 | $13M | 133.2K | — | — |
| Q2 2026 | $266K | 8.4K | — | — |
| Q2 2026 | $309K | 8.6K | — | — |
| Q2 2026 | $519K | 15.3K | — | — |
| Q2 2026 | $501K | 17.3K | — | — |
| Q2 2026 | $12.2M | 131.8K | — | — |
| Q1 2026 | $257K | 8.4K | — | — |
| Q1 2026 | $248K | 8.5K | — | — |
| Q1 2026 | $417K | 14.3K | — | — |
| Q1 2026 | $435K | 17.3K | — | — |
| Q1 2026 | $12.3M | 131.1K | — | — |
| Q4 2025 | $239K | 8.7K | — | — |
| Q4 2025 | $256K | 9.0K | — | — |
| Q4 2025 | $440K | 13.5K | — | — |
| Q4 2025 | $453K | 17.3K | — | — |
| Q4 2025 | $13M | 129.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B