Back to SCHW-PJ
Long Island Wealth Management, Inc. → SCHW-PJ
Long Island Wealth Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
31
Latest value
$3.8M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.4M |
| Q3 2025 | $5.7M |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.5M |
| Q3 2025 | $866K |
| Q3 2025 | $2.5M |
| Q4 2025 | $4.5M |
| Q4 2025 | $5.8M |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.5M |
| Q4 2025 | $822K |
| Q4 2025 | $2.6M |
| Q1 2026 | $3.3M |
| Q1 2026 | $5M |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.6M |
| Q1 2026 | $892K |
| Q1 2026 | $2.8M |
| Q2 2026 | $3.8M |
| Q2 2026 | $5.8M |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.9M |
| Q2 2026 | $1.1M |
| Q2 2026 | $3.3M |
| Q3 2026 | $3.8M |
| Q3 2026 | $6.1M |
| Q3 2026 | $1.6M |
| Q3 2026 | $1.8M |
| Q3 2026 | $1M |
| Q3 2026 | $411K |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 138.6K | — | — |
| Q3 2026 | $411K | 11.3K | — | — |
| Q3 2026 | $1M | 30.7K | — | — |
| Q3 2026 | $1.8M | 51.5K | — | — |
| Q3 2026 | $1.6M | 48.6K | — | — |
| Q3 2026 | $6.1M | 170.6K | — | — |
| Q3 2026 | $3.8M | 130.4K | — | — |
| Q2 2026 | $3.3M | 119.4K | — | — |
| Q2 2026 | $1.1M | 30.7K | — | — |
| Q2 2026 | $1.9M | 51.5K | — | — |
| Q2 2026 | $1.7M | 48.6K | — | — |
| Q2 2026 | $5.8M | 170.6K | — | — |
| Q2 2026 | $3.8M | 130.3K | — | — |
| Q1 2026 | $2.8M | 114.5K | — | — |
| Q1 2026 | $892K | 30.7K | — | — |
| Q1 2026 | $1.6M | 51.4K | — | — |
| Q1 2026 | $1.5M | 48.6K | — | — |
| Q1 2026 | $5M | 170.6K | — | — |
| Q1 2026 | $3.3M | 130.1K | — | — |
| Q4 2025 | $2.6M | 107.3K | — | — |
| Q4 2025 | $822K | 28.9K | — | — |
| Q4 2025 | $1.5M | 50.3K | — | — |
| Q4 2025 | $1.4M | 48.6K | — | — |
| Q4 2025 | $5.8M | 179.1K | — | — |
| Q4 2025 | $4.5M | 170.4K | — | — |
| Q3 2025 | $2.5M | 108.4K | — | — |
| Q3 2025 | $866K | 31.1K | — | — |
| Q3 2025 | $1.5M | 50.3K | — | — |
| Q3 2025 | $1.4M | 47.6K | — | — |
| Q3 2025 | $5.7M | 180.1K | — | — |
| Q3 2025 | $4.4M | 170.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B