Back to SCHW-PJ
PINKERTON WEALTH, LLC → SCHW-PJ
PINKERTON WEALTH, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
45
Latest value
$928K
Q3 2026
Peak value
$44.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8M |
| Q3 2025 | $38M |
| Q3 2025 | $302K |
| Q3 2025 | $627K |
| Q3 2025 | $5.2M |
| Q3 2025 | $7.3M |
| Q3 2025 | $30.9M |
| Q3 2025 | $2.8M |
| Q3 2025 | $1M |
| Q4 2025 | $7.9M |
| Q4 2025 | $39.4M |
| Q4 2025 | $309K |
| Q4 2025 | $636K |
| Q4 2025 | $5.5M |
| Q4 2025 | $7.3M |
| Q4 2025 | $32M |
| Q4 2025 | $2.8M |
| Q4 2025 | $937K |
| Q1 2026 | $7.3M |
| Q1 2026 | $37.8M |
| Q1 2026 | $309K |
| Q1 2026 | $636K |
| Q1 2026 | $5.3M |
| Q1 2026 | $6.7M |
| Q1 2026 | $30.6M |
| Q1 2026 | $2.8M |
| Q1 2026 | $910K |
| Q2 2026 | $6.7M |
| Q2 2026 | $36.4M |
| Q2 2026 | $276K |
| Q2 2026 | $656K |
| Q2 2026 | $5.4M |
| Q2 2026 | $7.2M |
| Q2 2026 | $30.7M |
| Q2 2026 | $2.9M |
| Q2 2026 | $976K |
| Q3 2026 | $8M |
| Q3 2026 | $44.4M |
| Q3 2026 | $340K |
| Q3 2026 | $722K |
| Q3 2026 | $276K |
| Q3 2026 | $7.8M |
| Q3 2026 | $36.7M |
| Q3 2026 | $3.1M |
| Q3 2026 | $928K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $928K | 36.9K | — | — |
| Q3 2026 | $3.1M | 129.0K | — | — |
| Q3 2026 | $36.7M | 1.34M | — | — |
| Q3 2026 | $7.8M | 241.2K | — | — |
| Q3 2026 | $276K | 7.6K | — | — |
| Q3 2026 | $722K | 21.2K | — | — |
| Q3 2026 | $340K | 9.5K | — | — |
| Q3 2026 | $44.4M | 1.48M | — | — |
| Q3 2026 | $8M | 274.4K | — | — |
| Q2 2026 | $976K | 36.7K | — | — |
| Q2 2026 | $2.9M | 118.8K | — | — |
| Q2 2026 | $30.7M | 1.24M | — | — |
| Q2 2026 | $7.2M | 235.7K | — | — |
| Q2 2026 | $5.4M | 163.1K | — | — |
| Q2 2026 | $656K | 21.2K | — | — |
| Q2 2026 | $276K | 9.5K | — | — |
| Q2 2026 | $36.4M | 1.42M | — | — |
| Q2 2026 | $6.7M | 268.8K | — | — |
| Q1 2026 | $910K | 34.3K | — | — |
| Q1 2026 | $2.8M | 112.9K | — | — |
| Q1 2026 | $30.6M | 1.27M | — | — |
| Q1 2026 | $6.7M | 245.1K | — | — |
| Q1 2026 | $5.3M | 161.1K | — | — |
| Q1 2026 | $636K | 21.2K | — | — |
| Q1 2026 | $309K | 9.5K | — | — |
| Q1 2026 | $37.8M | 1.41M | — | — |
| Q1 2026 | $7.3M | 277.1K | — | — |
| Q4 2025 | $937K | 35.4K | — | — |
| Q4 2025 | $2.8M | 115.6K | — | — |
| Q4 2025 | $32M | 1.33M | — | — |
| Q4 2025 | $7.3M | 265.8K | — | — |
| Q4 2025 | $5.5M | 166.6K | — | — |
| Q4 2025 | $636K | 21.2K | — | — |
| Q4 2025 | $309K | 9.5K | — | — |
| Q4 2025 | $39.4M | 1.46M | — | — |
| Q4 2025 | $7.9M | 300.6K | — | — |
| Q3 2025 | $1M | 38.6K | — | — |
| Q3 2025 | $2.8M | 114.0K | — | — |
| Q3 2025 | $30.9M | 1.33M | — | — |
| Q3 2025 | $7.3M | 267.4K | — | — |
| Q3 2025 | $5.2M | 155.7K | — | — |
| Q3 2025 | $627K | 21.1K | — | — |
| Q3 2025 | $302K | 9.5K | — | — |
| Q3 2025 | $38M | 1.44M | — | — |
| Q3 2025 | $8M | 309.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B