Back to SCHW-PJ
Paradigm, Strategies in Wealth Management, LLC → SCHW-PJ
Paradigm, Strategies in Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$8.3M
Q3 2026
Peak value
$22.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.4M |
| Q3 2025 | $3.3M |
| Q3 2025 | $848K |
| Q3 2025 | $19.4M |
| Q3 2025 | $7.5M |
| Q4 2025 | $22.4M |
| Q4 2025 | $3.2M |
| Q4 2025 | $858K |
| Q4 2025 | $18.8M |
| Q4 2025 | $7.7M |
| Q1 2026 | $19.1M |
| Q1 2026 | $3.1M |
| Q1 2026 | $816K |
| Q1 2026 | $19.6M |
| Q1 2026 | $7.7M |
| Q2 2026 | $22M |
| Q2 2026 | $3.8M |
| Q2 2026 | $1M |
| Q2 2026 | $19.3M |
| Q2 2026 | $8.6M |
| Q3 2026 | $20.8M |
| Q3 2026 | $3.4M |
| Q3 2026 | $917K |
| Q3 2026 | $16.5M |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 301.2K | — | — |
| Q3 2026 | $16.5M | 506.4K | — | — |
| Q3 2026 | $917K | 28.1K | — | — |
| Q3 2026 | $3.4M | 101.0K | — | — |
| Q3 2026 | $20.8M | 578.3K | — | — |
| Q2 2026 | $8.6M | 310.3K | — | — |
| Q2 2026 | $19.3M | 610.0K | — | — |
| Q2 2026 | $1M | 28.2K | — | — |
| Q2 2026 | $3.8M | 102.8K | — | — |
| Q2 2026 | $22M | 649.2K | — | — |
| Q1 2026 | $7.7M | 310.2K | — | — |
| Q1 2026 | $19.6M | 639.8K | — | — |
| Q1 2026 | $816K | 28.1K | — | — |
| Q1 2026 | $3.1M | 100.2K | — | — |
| Q1 2026 | $19.1M | 654.4K | — | — |
| Q4 2025 | $7.7M | 319.0K | — | — |
| Q4 2025 | $18.8M | 685.2K | — | — |
| Q4 2025 | $858K | 30.1K | — | — |
| Q4 2025 | $3.2M | 107.9K | — | — |
| Q4 2025 | $22.4M | 685.6K | — | — |
| Q3 2025 | $7.5M | 324.0K | — | — |
| Q3 2025 | $19.4M | 711.8K | — | — |
| Q3 2025 | $848K | 30.4K | — | — |
| Q3 2025 | $3.3M | 112.2K | — | — |
| Q3 2025 | $22.4M | 701.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B