Back to SCHW-PJ
Live Oak Private Wealth LLC → SCHW-PJ
Live Oak Private Wealth LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$483K
Q3 2026
Peak value
$21.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $21.6M |
| Q4 2025 | $559K |
| Q1 2026 | $20.2M |
| Q1 2026 | $487K |
| Q2 2026 | $18.8M |
| Q2 2026 | $487K |
| Q3 2026 | $18.7M |
| Q3 2026 | $483K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $483K | 20.2K | — | — |
| Q3 2026 | $18.7M | 191.0K | — | — |
| Q2 2026 | $487K | 20.2K | — | — |
| Q2 2026 | $18.8M | 203.5K | — | — |
| Q1 2026 | $487K | 20.1K | — | — |
| Q1 2026 | $20.2M | 214.7K | — | — |
| Q4 2025 | $559K | 22.9K | — | — |
| Q4 2025 | $21.6M | 216.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B