Back to SCHW-PJ
LeConte Wealth Management, LLC → SCHW-PJ
LeConte Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$4.4M
Q3 2026
Peak value
$6.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $210K |
| Q4 2025 | $6.2M |
| Q1 2026 | $210K |
| Q1 2026 | $5.4M |
| Q2 2026 | $213K |
| Q2 2026 | $5.1M |
| Q3 2026 | $241K |
| Q3 2026 | $4.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.4M | 140.4K | — | — |
| Q3 2026 | $241K | 2.5K | — | — |
| Q2 2026 | $5.1M | 160.2K | — | — |
| Q2 2026 | $213K | 2.3K | — | — |
| Q1 2026 | $5.4M | 171.8K | — | — |
| Q1 2026 | $210K | 2.2K | — | — |
| Q4 2025 | $6.2M | 207.0K | — | — |
| Q4 2025 | $210K | 2.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B