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Johnson & White Wealth Management, LLC → SCHW-PJ
Johnson & White Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$11.1M
Q3 2026
Peak value
$11.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q4 2025 | $8.6M |
| Q1 2026 | $1.6M |
| Q1 2026 | $10M |
| Q2 2026 | $1.6M |
| Q2 2026 | $10.6M |
| Q3 2026 | $1.7M |
| Q3 2026 | $11.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.1M | 341.2K | — | — |
| Q3 2026 | $1.7M | 40.4K | — | — |
| Q2 2026 | $10.6M | 333.1K | — | — |
| Q2 2026 | $1.6M | 41.1K | — | — |
| Q1 2026 | $10M | 325.2K | — | — |
| Q1 2026 | $1.6M | 42.3K | — | — |
| Q4 2025 | $8.6M | 314.6K | — | — |
| Q4 2025 | $1.6M | 44.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B