Back to SCHW-PJ
Orgel Wealth Management, LLC → SCHW-PJ
Orgel Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
28
Latest value
$275.1M
Q3 2026
Peak value
$275.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $125.9M |
| Q4 2025 | $6.7M |
| Q4 2025 | $5.8M |
| Q4 2025 | $263K |
| Q4 2025 | $65.6M |
| Q4 2025 | $9.6M |
| Q4 2025 | $214.7M |
| Q1 2026 | $120.3M |
| Q1 2026 | $6.4M |
| Q1 2026 | $5.8M |
| Q1 2026 | $473K |
| Q1 2026 | $69.5M |
| Q1 2026 | $9.1M |
| Q1 2026 | $232.9M |
| Q2 2026 | $137.1M |
| Q2 2026 | $7.7M |
| Q2 2026 | $7M |
| Q2 2026 | $855K |
| Q2 2026 | $79.7M |
| Q2 2026 | $9.3M |
| Q2 2026 | $268.5M |
| Q3 2026 | $139.5M |
| Q3 2026 | $8.5M |
| Q3 2026 | $6.2M |
| Q3 2026 | $886K |
| Q3 2026 | $82.9M |
| Q3 2026 | $8.9M |
| Q3 2026 | $275.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $275.1M | 10.01M | — | — |
| Q3 2026 | $8.9M | 272.4K | — | — |
| Q3 2026 | $82.9M | 2.27M | — | — |
| Q3 2026 | $886K | 28.2K | — | — |
| Q3 2026 | $6.2M | 191.1K | — | — |
| Q3 2026 | $8.5M | 236.0K | — | — |
| Q3 2026 | $139.5M | 4.65M | — | — |
| Q2 2026 | $268.5M | 9.69M | — | — |
| Q2 2026 | $9.3M | 293.4K | — | — |
| Q2 2026 | $79.7M | 2.20M | — | — |
| Q2 2026 | $855K | 26.9K | — | — |
| Q2 2026 | $7M | 192.6K | — | — |
| Q2 2026 | $7.7M | 227.9K | — | — |
| Q2 2026 | $137.1M | 4.66M | — | — |
| Q1 2026 | $232.9M | 9.41M | — | — |
| Q1 2026 | $9.1M | 296.4K | — | — |
| Q1 2026 | $69.5M | 2.11M | — | — |
| Q1 2026 | $473K | 15.0K | — | — |
| Q1 2026 | $5.8M | 198.3K | — | — |
| Q1 2026 | $6.4M | 220.6K | — | — |
| Q1 2026 | $120.3M | 4.69M | — | — |
| Q4 2025 | $214.7M | 8.93M | — | — |
| Q4 2025 | $9.6M | 349.4K | — | — |
| Q4 2025 | $65.6M | 2.00M | — | — |
| Q4 2025 | $263K | 8.8K | — | — |
| Q4 2025 | $5.8M | 202.8K | — | — |
| Q4 2025 | $6.7M | 205.9K | — | — |
| Q4 2025 | $125.9M | 4.68M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B