Back to SCHW-PJ
Pacific Wealth Strategies Group, Inc. → SCHW-PJ
Pacific Wealth Strategies Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
11
Latest value
$1.7M
Q3 2026
Peak value
$39M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.8M |
| Q3 2025 | $360K |
| Q3 2025 | $1.5M |
| Q4 2025 | $14.4M |
| Q4 2025 | $1.4M |
| Q1 2026 | $18.7M |
| Q1 2026 | $1.5M |
| Q2 2026 | $33.3M |
| Q2 2026 | $1.6M |
| Q3 2026 | $39M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 52.2K | — | — |
| Q3 2026 | $39M | 1.08M | — | — |
| Q2 2026 | $1.6M | 51.2K | — | — |
| Q2 2026 | $33.3M | 984.1K | — | — |
| Q1 2026 | $1.5M | 49.6K | — | — |
| Q1 2026 | $18.7M | 643.0K | — | — |
| Q4 2025 | $1.4M | 51.6K | — | — |
| Q4 2025 | $14.4M | 441.8K | — | — |
| Q3 2025 | $1.5M | 54.4K | — | — |
| Q3 2025 | $360K | 13.7K | — | — |
| Q3 2025 | $4.8M | 150.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B