Back to SCHW-PJ
Olistico Wealth, LLC → SCHW-PJ
Olistico Wealth, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
22
Latest value
$10K
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $248K |
| Q3 2025 | $2.5M |
| Q4 2025 | $259K |
| Q4 2025 | $132K |
| Q4 2025 | $3.4M |
| Q4 2025 | $999 |
| Q4 2025 | $30K |
| Q1 2026 | $244K |
| Q1 2026 | $126K |
| Q1 2026 | $3.5M |
| Q1 2026 | $995 |
| Q1 2026 | $30K |
| Q2 2026 | $240K |
| Q2 2026 | $144K |
| Q2 2026 | $3.8M |
| Q2 2026 | $990 |
| Q2 2026 | $15K |
| Q3 2026 | $263K |
| Q3 2026 | $147K |
| Q3 2026 | $4.1M |
| Q3 2026 | $978 |
| Q3 2026 | $10K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10K | 392 | — | — |
| Q3 2026 | $978 | 41 | — | — |
| Q3 2026 | $4.1M | 124.8K | — | — |
| Q3 2026 | $147K | 4.9K | — | — |
| Q3 2026 | $263K | 2.7K | — | — |
| Q2 2026 | $15K | 550 | — | — |
| Q2 2026 | $990 | 41 | — | — |
| Q2 2026 | $3.8M | 120.4K | — | — |
| Q2 2026 | $144K | 4.9K | — | — |
| Q2 2026 | $240K | 2.6K | — | — |
| Q1 2026 | $30K | 1.1K | — | — |
| Q1 2026 | $995 | 41 | — | — |
| Q1 2026 | $3.5M | 112.8K | — | — |
| Q1 2026 | $126K | 4.9K | — | — |
| Q1 2026 | $244K | 2.6K | — | — |
| Q4 2025 | $30K | 1.1K | — | — |
| Q4 2025 | $999 | 41 | — | — |
| Q4 2025 | $3.4M | 122.6K | — | — |
| Q4 2025 | $132K | 4.9K | — | — |
| Q4 2025 | $259K | 2.6K | — | — |
| Q3 2025 | $2.5M | 92.4K | — | — |
| Q3 2025 | $248K | 2.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B