Back to SCHW-PJ
LIFELONG WEALTH ADVISORS, INC. → SCHW-PJ
LIFELONG WEALTH ADVISORS, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$4.6M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q4 2025 | $4.2M |
| Q1 2026 | $4.3M |
| Q2 2026 | $4.6M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 208.2K | — | — |
| Q2 2026 | $4.6M | 197.4K | — | — |
| Q1 2026 | $4.3M | 185.3K | — | — |
| Q4 2025 | $4.2M | 179.4K | — | — |
| Q3 2025 | $3.8M | 160.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B