Back to SCHW-PJ
KRM WEALTH MANAGEMENT L.L.C. → SCHW-PJ
KRM WEALTH MANAGEMENT L.L.C. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
44
Latest value
$20.7M
Q3 2026
Peak value
$32.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $711K |
| Q4 2025 | $25.8M |
| Q4 2025 | $23.8M |
| Q4 2025 | $6.2M |
| Q4 2025 | $2.4M |
| Q4 2025 | $11.6M |
| Q4 2025 | $3.7M |
| Q4 2025 | $1.5M |
| Q4 2025 | $666K |
| Q4 2025 | $219K |
| Q4 2025 | $15.2M |
| Q1 2026 | $681K |
| Q1 2026 | $24.2M |
| Q1 2026 | $25.4M |
| Q1 2026 | $6.8M |
| Q1 2026 | $2.5M |
| Q1 2026 | $12.6M |
| Q1 2026 | $3.9M |
| Q1 2026 | $1.5M |
| Q1 2026 | $666K |
| Q1 2026 | $228K |
| Q1 2026 | $17.3M |
| Q2 2026 | $788K |
| Q2 2026 | $30.1M |
| Q2 2026 | $30.8M |
| Q2 2026 | $9.2M |
| Q2 2026 | $2.7M |
| Q2 2026 | $14.2M |
| Q2 2026 | $5.1M |
| Q2 2026 | $1.7M |
| Q2 2026 | $671K |
| Q2 2026 | $252K |
| Q2 2026 | $18.8M |
| Q3 2026 | $800K |
| Q3 2026 | $32.3M |
| Q3 2026 | $29.5M |
| Q3 2026 | $8.3M |
| Q3 2026 | $2.9M |
| Q3 2026 | $13.7M |
| Q3 2026 | $4.8M |
| Q3 2026 | $1.7M |
| Q3 2026 | $968K |
| Q3 2026 | $228K |
| Q3 2026 | $20.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.7M | 869.1K | — | — |
| Q3 2026 | $228K | 10.3K | — | — |
| Q3 2026 | $968K | 43.8K | — | — |
| Q3 2026 | $1.7M | 60.3K | — | — |
| Q3 2026 | $4.8M | 137.2K | — | — |
| Q3 2026 | $13.7M | 255.2K | — | — |
| Q3 2026 | $2.9M | 70.3K | — | — |
| Q3 2026 | $8.3M | 253.9K | — | — |
| Q3 2026 | $29.5M | 886.6K | — | — |
| Q3 2026 | $32.3M | 897.8K | — | — |
| Q3 2026 | $800K | 27.3K | — | — |
| Q2 2026 | $18.8M | 780.8K | — | — |
| Q2 2026 | $252K | 10.7K | — | — |
| Q2 2026 | $671K | 29.0K | — | — |
| Q2 2026 | $1.7M | 62.0K | — | — |
| Q2 2026 | $5.1M | 134.3K | — | — |
| Q2 2026 | $14.2M | 269.2K | — | — |
| Q2 2026 | $2.7M | 69.1K | — | — |
| Q2 2026 | $9.2M | 255.6K | — | — |
| Q2 2026 | $30.8M | 885.9K | — | — |
| Q2 2026 | $30.1M | 889.4K | — | — |
| Q2 2026 | $788K | 27.2K | — | — |
| Q1 2026 | $17.3M | 714.1K | — | — |
| Q1 2026 | $228K | 10.6K | — | — |
| Q1 2026 | $666K | 28.7K | — | — |
| Q1 2026 | $1.5M | 62.2K | — | — |
| Q1 2026 | $3.9M | 121.4K | — | — |
| Q1 2026 | $12.6M | 257.9K | — | — |
| Q1 2026 | $2.5M | 66.3K | — | — |
| Q1 2026 | $6.8M | 233.2K | — | — |
| Q1 2026 | $25.4M | 831.5K | — | — |
| Q1 2026 | $24.2M | 831.3K | — | — |
| Q1 2026 | $681K | 27.1K | — | — |
| Q4 2025 | $15.2M | 625.0K | — | — |
| Q4 2025 | $219K | 10.5K | — | — |
| Q4 2025 | $666K | 28.5K | — | — |
| Q4 2025 | $1.5M | 62.0K | — | — |
| Q4 2025 | $3.7M | 116.1K | — | — |
| Q4 2025 | $11.6M | 256.7K | — | — |
| Q4 2025 | $2.4M | 66.7K | — | — |
| Q4 2025 | $6.2M | 219.4K | — | — |
| Q4 2025 | $23.8M | 803.3K | — | — |
| Q4 2025 | $25.8M | 792.1K | — | — |
| Q4 2025 | $711K | 27.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B