Back to SCHW-PJ
Meriwether Wealth & Planning, LLC → SCHW-PJ
Meriwether Wealth & Planning, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
29
Latest value
$604K
Q3 2026
Peak value
$24.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $23M |
| Q3 2025 | $21.4M |
| Q3 2025 | $244K |
| Q3 2025 | $695K |
| Q4 2025 | $1.6M |
| Q4 2025 | $23.5M |
| Q4 2025 | $22.6M |
| Q4 2025 | $258K |
| Q4 2025 | $5.6M |
| Q4 2025 | $601K |
| Q1 2026 | $1.5M |
| Q1 2026 | $18.7M |
| Q1 2026 | $20M |
| Q1 2026 | $275K |
| Q1 2026 | $6M |
| Q1 2026 | $580K |
| Q2 2026 | $1.5M |
| Q2 2026 | $22.2M |
| Q2 2026 | $23.4M |
| Q2 2026 | $406K |
| Q2 2026 | $7.2M |
| Q2 2026 | $604K |
| Q3 2026 | $1.5M |
| Q3 2026 | $24.8M |
| Q3 2026 | $23.3M |
| Q3 2026 | $329K |
| Q3 2026 | $6.9M |
| Q3 2026 | $604K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $604K | 18.6K | — | — |
| Q3 2026 | $6.9M | 211.2K | — | — |
| Q3 2026 | $329K | 9.7K | — | — |
| Q3 2026 | $23.3M | 699.6K | — | — |
| Q3 2026 | $24.8M | 689.6K | — | — |
| Q3 2026 | $1.5M | 15.7K | — | — |
| Q2 2026 | $604K | 19.0K | — | — |
| Q2 2026 | $7.2M | 199.9K | — | — |
| Q2 2026 | $406K | 11.0K | — | — |
| Q2 2026 | $23.4M | 671.0K | — | — |
| Q2 2026 | $22.2M | 656.8K | — | — |
| Q2 2026 | $1.5M | 15.8K | — | — |
| Q1 2026 | $580K | 18.9K | — | — |
| Q1 2026 | $6M | 204.6K | — | — |
| Q1 2026 | $275K | 8.9K | — | — |
| Q1 2026 | $20M | 656.0K | — | — |
| Q1 2026 | $18.7M | 642.0K | — | — |
| Q1 2026 | $1.5M | 15.6K | — | — |
| Q4 2025 | $601K | 21.9K | — | — |
| Q4 2025 | $5.6M | 195.9K | — | — |
| Q4 2025 | $258K | 8.6K | — | — |
| Q4 2025 | $22.6M | 763.8K | — | — |
| Q4 2025 | $23.5M | 721.9K | — | — |
| Q4 2025 | $1.6M | 16.5K | — | — |
| Q3 2025 | $695K | 25.4K | — | — |
| Q3 2025 | $244K | 8.2K | — | — |
| Q3 2025 | $21.4M | 735.5K | — | — |
| Q3 2025 | $23M | 722.3K | — | — |
| Q3 2025 | $1.6M | 17.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B