Back to SCHW-PJ
Maltin Wealth Management, Inc. → SCHW-PJ
Maltin Wealth Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
14
Latest value
$3.2M
Q3 2026
Peak value
$9.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5M |
| Q3 2025 | $2.4M |
| Q4 2025 | $5.1M |
| Q4 2025 | $2.7M |
| Q1 2026 | $5.1M |
| Q1 2026 | $2.8M |
| Q2 2026 | $208K |
| Q2 2026 | $223K |
| Q2 2026 | $7.5M |
| Q2 2026 | $3.2M |
| Q3 2026 | $211K |
| Q3 2026 | $221K |
| Q3 2026 | $9.8M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 127.1K | — | — |
| Q3 2026 | $9.8M | 409.0K | — | — |
| Q3 2026 | $221K | 8.1K | — | — |
| Q3 2026 | $211K | 7.2K | — | — |
| Q2 2026 | $3.2M | 121.0K | — | — |
| Q2 2026 | $7.5M | 312.1K | — | — |
| Q2 2026 | $223K | 8.1K | — | — |
| Q2 2026 | $208K | 7.2K | — | — |
| Q1 2026 | $2.8M | 106.9K | — | — |
| Q1 2026 | $5.1M | 212.2K | — | — |
| Q4 2025 | $2.7M | 103.4K | — | — |
| Q4 2025 | $5.1M | 207.9K | — | — |
| Q3 2025 | $2.4M | 90.7K | — | — |
| Q3 2025 | $5M | 204.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B