Back to SCHW-PJ
MilWealth Group LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $27K |
| Q3 2025 | $1.9M |
| Q4 2025 | $1.4M |
| Q4 2025 | $27K |
| Q4 2025 | $1.9M |
| Q1 2026 | $1.4M |
| Q1 2026 | $30K |
| Q1 2026 | $1.9M |
| Q2 2026 | $1.7M |
| Q2 2026 | $31K |
| Q2 2026 | $1.9M |
| Q3 2026 | $1.5M |
| Q3 2026 | $32K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 96.8K | — | — |
| Q3 2026 | $32K | 990 | — | — |
| Q3 2026 | $1.5M | 47.1K | — | — |
| Q2 2026 | $1.9M | 77.3K | — | — |
| Q2 2026 | $31K | 990 | — | — |
| Q2 2026 | $1.7M | 47.1K | — | — |
| Q1 2026 | $1.9M | 77.3K | — | — |
| Q1 2026 | $30K | 990 | — | — |
| Q1 2026 | $1.4M | 49.2K | — | — |
| Q4 2025 | $1.9M | 77.3K | — | — |
| Q4 2025 | $27K | 990 | — | — |
| Q4 2025 | $1.4M | 49.2K | — | — |
| Q3 2025 | $1.9M | 77.3K | — | — |
| Q3 2025 | $27K | 990 | — | — |
| Q3 2025 | $1.4M | 49.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B