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KOM Wealth Management Group, LLC → SCHW-PJ
KOM Wealth Management Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
6
Latest value
$10.2M
Q3 2026
Peak value
$10.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q4 2025 | $4.4M |
| Q1 2026 | $5.7M |
| Q2 2026 | $7.6M |
| Q3 2026 | $845K |
| Q3 2026 | $10.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.2M | 371.9K | — | — |
| Q3 2026 | $845K | 26.0K | — | — |
| Q2 2026 | $7.6M | 275.3K | — | — |
| Q1 2026 | $5.7M | 229.1K | — | — |
| Q4 2025 | $4.4M | 184.9K | — | — |
| Q3 2025 | $3.7M | 159.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B