Back to SCHW-PJ
Nvest Wealth Strategies, Inc. → SCHW-PJ
Nvest Wealth Strategies, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$1.8M
Q3 2026
Peak value
$21M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10K |
| Q4 2025 | $19.2M |
| Q4 2025 | $2.1M |
| Q1 2026 | $5K |
| Q1 2026 | $564 |
| Q1 2026 | $5K |
| Q1 2026 | $17.7M |
| Q1 2026 | $2.3M |
| Q2 2026 | $5K |
| Q2 2026 | $21M |
| Q2 2026 | $2.5M |
| Q3 2026 | $6K |
| Q3 2026 | $587 |
| Q3 2026 | $19.3M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 33.4K | — | — |
| Q3 2026 | $19.3M | 538.3K | — | — |
| Q3 2026 | $587 | 6 | — | — |
| Q3 2026 | $6K | 61 | — | — |
| Q2 2026 | $2.5M | 47.5K | — | — |
| Q2 2026 | $21M | 620.1K | — | — |
| Q2 2026 | $5K | 55 | — | — |
| Q1 2026 | $2.3M | 47.6K | — | — |
| Q1 2026 | $17.7M | 609.1K | — | — |
| Q1 2026 | $5K | 213 | — | — |
| Q1 2026 | $564 | 6 | — | — |
| Q1 2026 | $5K | 55 | — | — |
| Q4 2025 | $2.1M | 46.2K | — | — |
| Q4 2025 | $19.2M | 587.6K | — | — |
| Q4 2025 | $10K | 103 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B