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Keudell/Morrison Wealth Management → SCHW-PJ
Keudell/Morrison Wealth Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
17
Latest value
$52.4M
Q3 2026
Peak value
$53.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $231K |
| Q4 2025 | $6M |
| Q4 2025 | $19.6M |
| Q4 2025 | $43.8M |
| Q1 2026 | $209K |
| Q1 2026 | $5.6M |
| Q1 2026 | $223K |
| Q1 2026 | $21.4M |
| Q1 2026 | $47M |
| Q2 2026 | $6.7M |
| Q2 2026 | $254K |
| Q2 2026 | $13.2M |
| Q2 2026 | $53.6M |
| Q3 2026 | $7.8M |
| Q3 2026 | $243K |
| Q3 2026 | $14.5M |
| Q3 2026 | $52.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $52.4M | 1.61M | — | — |
| Q3 2026 | $14.5M | 269.7K | — | — |
| Q3 2026 | $243K | 7.3K | — | — |
| Q3 2026 | $7.8M | 217.1K | — | — |
| Q2 2026 | $53.6M | 1.69M | — | — |
| Q2 2026 | $13.2M | 250.2K | — | — |
| Q2 2026 | $254K | 7.3K | — | — |
| Q2 2026 | $6.7M | 196.8K | — | — |
| Q1 2026 | $47M | 1.53M | — | — |
| Q1 2026 | $21.4M | 436.7K | — | — |
| Q1 2026 | $223K | 7.3K | — | — |
| Q1 2026 | $5.6M | 191.7K | — | — |
| Q1 2026 | $209K | 2.2K | — | — |
| Q4 2025 | $43.8M | 1.60M | — | — |
| Q4 2025 | $19.6M | 433.6K | — | — |
| Q4 2025 | $6M | 182.8K | — | — |
| Q4 2025 | $231K | 2.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B