Back to SCHW-PJ
MOLLER WEALTH PARTNERS → SCHW-PJ
MOLLER WEALTH PARTNERS SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$30.3M
Q3 2026
Peak value
$46.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.9M |
| Q4 2025 | $12.8M |
| Q4 2025 | $17.4M |
| Q4 2025 | $38.4M |
| Q4 2025 | $25.2M |
| Q1 2026 | $1.9M |
| Q1 2026 | $14.1M |
| Q1 2026 | $18.9M |
| Q1 2026 | $41.1M |
| Q1 2026 | $26.8M |
| Q2 2026 | $2.2M |
| Q2 2026 | $14.7M |
| Q2 2026 | $20.5M |
| Q2 2026 | $46.8M |
| Q2 2026 | $29.8M |
| Q3 2026 | $1.8M |
| Q3 2026 | $15.6M |
| Q3 2026 | $20.6M |
| Q3 2026 | $43.3M |
| Q3 2026 | $30.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.3M | 962.5K | — | — |
| Q3 2026 | $43.3M | 1.24M | — | — |
| Q3 2026 | $20.6M | 383.9K | — | — |
| Q3 2026 | $15.6M | 372.4K | — | — |
| Q3 2026 | $1.8M | 56.4K | — | — |
| Q2 2026 | $29.8M | 958.7K | — | — |
| Q2 2026 | $46.8M | 1.23M | — | — |
| Q2 2026 | $20.5M | 389.0K | — | — |
| Q2 2026 | $14.7M | 370.1K | — | — |
| Q2 2026 | $2.2M | 59.9K | — | — |
| Q1 2026 | $26.8M | 961.0K | — | — |
| Q1 2026 | $41.1M | 1.27M | — | — |
| Q1 2026 | $18.9M | 385.8K | — | — |
| Q1 2026 | $14.1M | 367.3K | — | — |
| Q1 2026 | $1.9M | 64.8K | — | — |
| Q4 2025 | $25.2M | 926.6K | — | — |
| Q4 2025 | $38.4M | 1.22M | — | — |
| Q4 2025 | $17.4M | 384.0K | — | — |
| Q4 2025 | $12.8M | 353.6K | — | — |
| Q4 2025 | $1.9M | 66.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B