Back to SCHW-PJ
Newton One Investments LLC → SCHW-PJ
Newton One Investments LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$81K
Q3 2026
Peak value
$7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.8M |
| Q4 2025 | $91K |
| Q4 2025 | $86K |
| Q1 2026 | $5.9M |
| Q1 2026 | $91K |
| Q1 2026 | $89K |
| Q2 2026 | $7M |
| Q2 2026 | $100K |
| Q2 2026 | $92K |
| Q3 2026 | $6.5M |
| Q3 2026 | $91K |
| Q3 2026 | $81K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $81K | 1.6K | — | — |
| Q3 2026 | $91K | 2.5K | — | — |
| Q3 2026 | $6.5M | 191.4K | — | — |
| Q2 2026 | $92K | 1.9K | — | — |
| Q2 2026 | $100K | 2.8K | — | — |
| Q2 2026 | $7M | 190.4K | — | — |
| Q1 2026 | $89K | 1.9K | — | — |
| Q1 2026 | $91K | 2.8K | — | — |
| Q1 2026 | $5.9M | 190.9K | — | — |
| Q4 2025 | $86K | 1.9K | — | — |
| Q4 2025 | $91K | 2.8K | — | — |
| Q4 2025 | $5.8M | 193.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B