Back to SCHW-PJ
Lord & Richards Wealth Management, LLC → SCHW-PJ
Lord & Richards Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
28
Latest value
$3K
Q3 2026
Peak value
$2.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $169K |
| Q3 2025 | $2M |
| Q3 2025 | $330K |
| Q3 2025 | $74K |
| Q3 2025 | $107K |
| Q3 2025 | $18K |
| Q3 2025 | $47K |
| Q4 2025 | $2.2M |
| Q4 2025 | $353K |
| Q4 2025 | $95K |
| Q4 2025 | $124K |
| Q4 2025 | $26K |
| Q4 2025 | $52K |
| Q1 2026 | $2.2M |
| Q1 2026 | $353K |
| Q1 2026 | $99K |
| Q1 2026 | $136K |
| Q1 2026 | $22K |
| Q1 2026 | $58K |
| Q2 2026 | $2.7M |
| Q2 2026 | $121K |
| Q2 2026 | $153K |
| Q2 2026 | $71K |
| Q3 2026 | $2.2M |
| Q3 2026 | $74K |
| Q3 2026 | $148K |
| Q3 2026 | $57K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 126 | — | — |
| Q3 2026 | $57K | 2.3K | — | — |
| Q3 2026 | $148K | 5.9K | — | — |
| Q3 2026 | $74K | 2.9K | — | — |
| Q3 2026 | $2.2M | 87.9K | — | — |
| Q2 2026 | $71K | 2.7K | — | — |
| Q2 2026 | $153K | 5.8K | — | — |
| Q2 2026 | $121K | 4.6K | — | — |
| Q2 2026 | $2.7M | 101.2K | — | — |
| Q1 2026 | $58K | 2.2K | — | — |
| Q1 2026 | $22K | 830 | — | — |
| Q1 2026 | $136K | 5.1K | — | — |
| Q1 2026 | $99K | 3.7K | — | — |
| Q1 2026 | $353K | 13.3K | — | — |
| Q1 2026 | $2.2M | 82.8K | — | — |
| Q4 2025 | $52K | 2.0K | — | — |
| Q4 2025 | $26K | 972 | — | — |
| Q4 2025 | $124K | 4.7K | — | — |
| Q4 2025 | $95K | 3.6K | — | — |
| Q4 2025 | $353K | 13.3K | — | — |
| Q4 2025 | $2.2M | 83.5K | — | — |
| Q3 2025 | $47K | 1.7K | — | — |
| Q3 2025 | $18K | 662 | — | — |
| Q3 2025 | $107K | 4.0K | — | — |
| Q3 2025 | $74K | 2.7K | — | — |
| Q3 2025 | $330K | 12.2K | — | — |
| Q3 2025 | $2M | 75.0K | — | — |
| Q3 2025 | $169K | 6.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B