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LongView Wealth Management → SCHW-PJ
LongView Wealth Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
36
Latest value
$899K
Q3 2026
Peak value
$22.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.6M |
| Q4 2025 | $3.1M |
| Q4 2025 | $674K |
| Q4 2025 | $5.5M |
| Q4 2025 | $287K |
| Q4 2025 | $6.8M |
| Q4 2025 | $22.4M |
| Q4 2025 | $1.1M |
| Q1 2026 | $11.4M |
| Q1 2026 | $4.5M |
| Q1 2026 | $899K |
| Q1 2026 | $6.6M |
| Q1 2026 | $713K |
| Q1 2026 | $4.4M |
| Q1 2026 | $20.4M |
| Q1 2026 | $461K |
| Q1 2026 | $220K |
| Q1 2026 | $1.1M |
| Q2 2026 | $12.3M |
| Q2 2026 | $5.2M |
| Q2 2026 | $622K |
| Q2 2026 | $6.6M |
| Q2 2026 | $862K |
| Q2 2026 | $2.9M |
| Q2 2026 | $20M |
| Q2 2026 | $333K |
| Q2 2026 | $800K |
| Q3 2026 | $12.5M |
| Q3 2026 | $6M |
| Q3 2026 | $597K |
| Q3 2026 | $7.3M |
| Q3 2026 | $1.1M |
| Q3 2026 | $3.3M |
| Q3 2026 | $21.7M |
| Q3 2026 | $337K |
| Q3 2026 | $899K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $899K | 35.8K | — | — |
| Q3 2026 | $337K | 14.2K | — | — |
| Q3 2026 | $21.7M | 667.5K | — | — |
| Q3 2026 | $3.3M | 61.6K | — | — |
| Q3 2026 | $1.1M | 26.9K | — | — |
| Q3 2026 | $7.3M | 232.7K | — | — |
| Q3 2026 | $597K | 17.9K | — | — |
| Q3 2026 | $6M | 167.6K | — | — |
| Q3 2026 | $12.5M | 415.1K | — | — |
| Q2 2026 | $800K | 30.2K | — | — |
| Q2 2026 | $333K | 13.5K | — | — |
| Q2 2026 | $20M | 629.8K | — | — |
| Q2 2026 | $2.9M | 55.6K | — | — |
| Q2 2026 | $862K | 21.7K | — | — |
| Q2 2026 | $6.6M | 207.3K | — | — |
| Q2 2026 | $622K | 17.9K | — | — |
| Q2 2026 | $5.2M | 153.0K | — | — |
| Q2 2026 | $12.3M | 418.2K | — | — |
| Q1 2026 | $1.1M | 40.3K | — | — |
| Q1 2026 | $220K | 8.8K | — | — |
| Q1 2026 | $461K | 19.8K | — | — |
| Q1 2026 | $20.4M | 663.4K | — | — |
| Q1 2026 | $4.4M | 85.6K | — | — |
| Q1 2026 | $713K | 17.6K | — | — |
| Q1 2026 | $6.6M | 199.4K | — | — |
| Q1 2026 | $899K | 28.2K | — | — |
| Q1 2026 | $4.5M | 142.8K | — | — |
| Q1 2026 | $11.4M | 418.1K | — | — |
| Q4 2025 | $1.1M | 43.2K | — | — |
| Q4 2025 | $22.4M | 785.9K | — | — |
| Q4 2025 | $6.8M | 144.1K | — | — |
| Q4 2025 | $287K | 7.6K | — | — |
| Q4 2025 | $5.5M | 180.8K | — | — |
| Q4 2025 | $674K | 22.0K | — | — |
| Q4 2025 | $3.1M | 95.6K | — | — |
| Q4 2025 | $11.6M | 423.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B