Back to SCHW-PJ
Merkkuri Wealth Advisors LLC → SCHW-PJ
Merkkuri Wealth Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
19
Latest value
$1.5M
Q3 2026
Peak value
$6.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $201K |
| Q4 2025 | $5.4M |
| Q4 2025 | $1.6M |
| Q1 2026 | $2K |
| Q1 2026 | $70K |
| Q1 2026 | $179K |
| Q1 2026 | $44K |
| Q1 2026 | $6M |
| Q1 2026 | $1.6M |
| Q1 2026 | $5K |
| Q2 2026 | $202K |
| Q2 2026 | $6.3M |
| Q2 2026 | $1.4M |
| Q3 2026 | $214K |
| Q3 2026 | $214K |
| Q3 2026 | $6.5M |
| Q3 2026 | $6.5M |
| Q3 2026 | $1.5M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 67.9K | — | — |
| Q3 2026 | $1.5M | 67.9K | — | — |
| Q3 2026 | $6.5M | 198.3K | — | — |
| Q3 2026 | $6.5M | 198.3K | — | — |
| Q3 2026 | $214K | 6.0K | — | — |
| Q3 2026 | $214K | 6.0K | — | — |
| Q2 2026 | $1.4M | 60.4K | — | — |
| Q2 2026 | $6.3M | 198.3K | — | — |
| Q2 2026 | $202K | 6.0K | — | — |
| Q1 2026 | $5K | 203 | — | — |
| Q1 2026 | $1.6M | 69.1K | — | — |
| Q1 2026 | $6M | 197.0K | — | — |
| Q1 2026 | $44K | 1.4K | — | — |
| Q1 2026 | $179K | 6.2K | — | — |
| Q1 2026 | $70K | 2.7K | — | — |
| Q1 2026 | $2K | 26 | — | — |
| Q4 2025 | $1.6M | 66.4K | — | — |
| Q4 2025 | $5.4M | 197.1K | — | — |
| Q4 2025 | $201K | 6.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B