Back to SCHW-PJ
Peterson Wealth Advisors, LLC → SCHW-PJ
Peterson Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
36
Latest value
$12.7M
Q3 2026
Peak value
$12.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $399K |
| Q3 2025 | $774K |
| Q3 2025 | $7M |
| Q3 2025 | $1.2M |
| Q3 2025 | $331K |
| Q3 2025 | $422K |
| Q3 2025 | $1.6M |
| Q3 2025 | $10.3M |
| Q4 2025 | $1.1M |
| Q4 2025 | $7M |
| Q4 2025 | $1M |
| Q4 2025 | $219K |
| Q4 2025 | $268K |
| Q4 2025 | $1.2M |
| Q4 2025 | $11.7M |
| Q1 2026 | $1M |
| Q1 2026 | $6.8M |
| Q1 2026 | $1M |
| Q1 2026 | $221K |
| Q1 2026 | $278K |
| Q1 2026 | $1.2M |
| Q1 2026 | $11.5M |
| Q2 2026 | $1.2M |
| Q2 2026 | $8M |
| Q2 2026 | $1.1M |
| Q2 2026 | $243K |
| Q2 2026 | $248K |
| Q2 2026 | $1.2M |
| Q2 2026 | $11.8M |
| Q3 2026 | $1.3M |
| Q3 2026 | $7.3M |
| Q3 2026 | $912K |
| Q3 2026 | $307K |
| Q3 2026 | $247K |
| Q3 2026 | $1.1M |
| Q3 2026 | $12.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.7M | 531.2K | — | — |
| Q3 2026 | $1.1M | 49.8K | — | — |
| Q3 2026 | $247K | 9.0K | — | — |
| Q3 2026 | $307K | 8.4K | — | — |
| Q3 2026 | $912K | 28.0K | — | — |
| Q3 2026 | $7.3M | 213.5K | — | — |
| Q3 2026 | $1.3M | 35.6K | — | — |
| Q2 2026 | $11.8M | 488.0K | — | — |
| Q2 2026 | $1.2M | 50.8K | — | — |
| Q2 2026 | $248K | 9.0K | — | — |
| Q2 2026 | $243K | 6.7K | — | — |
| Q2 2026 | $1.1M | 30.2K | — | — |
| Q2 2026 | $8M | 216.2K | — | — |
| Q2 2026 | $1.2M | 35.8K | — | — |
| Q1 2026 | $11.5M | 472.9K | — | — |
| Q1 2026 | $1.2M | 55.2K | — | — |
| Q1 2026 | $278K | 11.2K | — | — |
| Q1 2026 | $221K | 6.7K | — | — |
| Q1 2026 | $1M | 35.3K | — | — |
| Q1 2026 | $6.8M | 219.3K | — | — |
| Q1 2026 | $1M | 35.6K | — | — |
| Q4 2025 | $11.7M | 481.9K | — | — |
| Q4 2025 | $1.2M | 57.8K | — | — |
| Q4 2025 | $268K | 11.2K | — | — |
| Q4 2025 | $219K | 6.7K | — | — |
| Q4 2025 | $1M | 36.1K | — | — |
| Q4 2025 | $7M | 234.3K | — | — |
| Q4 2025 | $1.1M | 34.9K | — | — |
| Q3 2025 | $10.3M | 424.4K | — | — |
| Q3 2025 | $1.6M | 76.1K | — | — |
| Q3 2025 | $422K | 17.9K | — | — |
| Q3 2025 | $331K | 9.8K | — | — |
| Q3 2025 | $1.2M | 41.6K | — | — |
| Q3 2025 | $7M | 234.5K | — | — |
| Q3 2025 | $774K | 24.0K | — | — |
| Q3 2025 | $399K | 15.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B