Back to SCHW-PJ
Maia Wealth LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
40
Latest value
$2M
Q3 2026
Peak value
$44.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q3 2025 | $4.4M |
| Q3 2025 | $1M |
| Q3 2025 | $1.5M |
| Q3 2025 | $14M |
| Q3 2025 | $285K |
| Q3 2025 | $201K |
| Q3 2025 | $209K |
| Q3 2025 | $2.6M |
| Q3 2025 | $529K |
| Q4 2025 | $3.1M |
| Q4 2025 | $4.1M |
| Q4 2025 | $938K |
| Q4 2025 | $1.7M |
| Q4 2025 | $20.1M |
| Q4 2025 | $410K |
| Q4 2025 | $2.5M |
| Q4 2025 | $840K |
| Q1 2026 | $2.5M |
| Q1 2026 | $3.8M |
| Q1 2026 | $746K |
| Q1 2026 | $1.6M |
| Q1 2026 | $26.4M |
| Q1 2026 | $392K |
| Q1 2026 | $2.3M |
| Q1 2026 | $1.1M |
| Q2 2026 | $2.1M |
| Q2 2026 | $4.2M |
| Q2 2026 | $963K |
| Q2 2026 | $1.9M |
| Q2 2026 | $35.2M |
| Q2 2026 | $507K |
| Q2 2026 | $2M |
| Q3 2026 | $1.7M |
| Q3 2026 | $4.4M |
| Q3 2026 | $1M |
| Q3 2026 | $2M |
| Q3 2026 | $44.2M |
| Q3 2026 | $485K |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 89.7K | — | — |
| Q3 2026 | $485K | 14.9K | — | — |
| Q3 2026 | $44.2M | 823.1K | — | — |
| Q3 2026 | $2M | 59.7K | — | — |
| Q3 2026 | $1M | 28.7K | — | — |
| Q3 2026 | $4.4M | 145.4K | — | — |
| Q3 2026 | $1.7M | 17.2K | — | — |
| Q2 2026 | $2M | 85.4K | — | — |
| Q2 2026 | $507K | 16.0K | — | — |
| Q2 2026 | $35.2M | 667.6K | — | — |
| Q2 2026 | $1.9M | 54.9K | — | — |
| Q2 2026 | $963K | 28.5K | — | — |
| Q2 2026 | $4.2M | 143.7K | — | — |
| Q2 2026 | $2.1M | 22.4K | — | — |
| Q1 2026 | $1.1M | 40.7K | — | — |
| Q1 2026 | $2.3M | 99.4K | — | — |
| Q1 2026 | $392K | 12.8K | — | — |
| Q1 2026 | $26.4M | 539.1K | — | — |
| Q1 2026 | $1.6M | 53.2K | — | — |
| Q1 2026 | $746K | 25.6K | — | — |
| Q1 2026 | $3.8M | 149.4K | — | — |
| Q1 2026 | $2.5M | 26.9K | — | — |
| Q4 2025 | $840K | 31.3K | — | — |
| Q4 2025 | $2.5M | 104.2K | — | — |
| Q4 2025 | $410K | 13.1K | — | — |
| Q4 2025 | $20.1M | 393.5K | — | — |
| Q4 2025 | $1.7M | 52.6K | — | — |
| Q4 2025 | $938K | 30.8K | — | — |
| Q4 2025 | $4.1M | 151.0K | — | — |
| Q4 2025 | $3.1M | 32.7K | — | — |
| Q3 2025 | $529K | 19.7K | — | — |
| Q3 2025 | $2.6M | 111.5K | — | — |
| Q3 2025 | $209K | 8.7K | — | — |
| Q3 2025 | $201K | 7.5K | — | — |
| Q3 2025 | $285K | 10.7K | — | — |
| Q3 2025 | $14M | 315.0K | — | — |
| Q3 2025 | $1.5M | 52.2K | — | — |
| Q3 2025 | $1M | 30.6K | — | — |
| Q3 2025 | $4.4M | 162.8K | — | — |
| Q3 2025 | $3.2M | 34.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B