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Kellett Wealth Advisors, LLC → SCHW-PJ
Kellett Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$1.4M
Q3 2026
Peak value
$20.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.7M |
| Q4 2025 | $6.9M |
| Q1 2026 | $10.5M |
| Q2 2026 | $11.6M |
| Q3 2026 | $815K |
| Q3 2026 | $596K |
| Q3 2026 | $227K |
| Q3 2026 | $1.3M |
| Q3 2026 | $20.7M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 52.7K | — | — |
| Q3 2026 | $20.7M | 637.9K | — | — |
| Q3 2026 | $1.3M | 35.9K | — | — |
| Q3 2026 | $227K | 7.0K | — | — |
| Q3 2026 | $596K | 17.9K | — | — |
| Q3 2026 | $815K | 22.7K | — | — |
| Q2 2026 | $11.6M | 364.9K | — | — |
| Q1 2026 | $10.5M | 342.5K | — | — |
| Q4 2025 | $6.9M | 251.8K | — | — |
| Q3 2025 | $5.7M | 209.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B