Back to SCHW-PJ
Next Level Wealth Planning, LLC → SCHW-PJ
Next Level Wealth Planning, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
22
Latest value
$4K
Q3 2026
Peak value
$16.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $14.7M |
| Q4 2025 | $11.8M |
| Q1 2026 | $13.5M |
| Q1 2026 | $13.4M |
| Q2 2026 | $16.3M |
| Q2 2026 | $14.4M |
| Q3 2026 | $4K |
| Q3 2026 | $28K |
| Q3 2026 | $15.5M |
| Q3 2026 | $1.7M |
| Q3 2026 | $215K |
| Q3 2026 | $5K |
| Q3 2026 | $14K |
| Q3 2026 | $22K |
| Q3 2026 | $17K |
| Q3 2026 | $18K |
| Q3 2026 | $26K |
| Q3 2026 | $13M |
| Q3 2026 | $202K |
| Q3 2026 | $1.7M |
| Q3 2026 | $19K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 82 | — | — |
| Q3 2026 | $19K | 681 | — | — |
| Q3 2026 | $1.7M | 53.8K | — | — |
| Q3 2026 | $202K | 6.2K | — | — |
| Q3 2026 | $13M | 400.0K | — | — |
| Q3 2026 | $26K | 830 | — | — |
| Q3 2026 | $18K | 527 | — | — |
| Q3 2026 | $17K | 324 | — | — |
| Q3 2026 | $22K | 515 | — | — |
| Q3 2026 | $14K | 381 | — | — |
| Q3 2026 | $5K | 156 | — | — |
| Q3 2026 | $215K | 6.0K | — | — |
| Q3 2026 | $1.7M | 47.0K | — | — |
| Q3 2026 | $15.5M | 431.9K | — | — |
| Q3 2026 | $28K | 917 | — | — |
| Q3 2026 | $4K | 138 | — | — |
| Q2 2026 | $14.4M | 455.7K | — | — |
| Q2 2026 | $16.3M | 480.4K | — | — |
| Q1 2026 | $13.4M | 438.3K | — | — |
| Q1 2026 | $13.5M | 462.5K | — | — |
| Q4 2025 | $11.8M | 430.9K | — | — |
| Q4 2025 | $14.7M | 451.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B