Back to SCHW-PJ
Pioneer Wealth Management Group → SCHW-PJ
Pioneer Wealth Management Group SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$20.5M
Q3 2026
Peak value
$56.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q3 2025 | $3.2M |
| Q3 2025 | $56.2M |
| Q3 2025 | $15M |
| Q4 2025 | $3.6M |
| Q4 2025 | $3.5M |
| Q4 2025 | $42.4M |
| Q4 2025 | $14.8M |
| Q1 2026 | $3.7M |
| Q1 2026 | $3.6M |
| Q1 2026 | $46.4M |
| Q1 2026 | $17.5M |
| Q2 2026 | $3.8M |
| Q2 2026 | $3.8M |
| Q2 2026 | $52M |
| Q2 2026 | $20.9M |
| Q3 2026 | $3.2M |
| Q3 2026 | $3.5M |
| Q3 2026 | $55.8M |
| Q3 2026 | $20.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.5M | 928.5K | — | — |
| Q3 2026 | $55.8M | 2.53M | — | — |
| Q3 2026 | $3.5M | 126.2K | — | — |
| Q3 2026 | $3.2M | 88.6K | — | — |
| Q2 2026 | $20.9M | 883.2K | — | — |
| Q2 2026 | $52M | 2.25M | — | — |
| Q2 2026 | $3.8M | 138.3K | — | — |
| Q2 2026 | $3.8M | 105.2K | — | — |
| Q1 2026 | $17.5M | 815.7K | — | — |
| Q1 2026 | $46.4M | 2.00M | — | — |
| Q1 2026 | $3.6M | 146.4K | — | — |
| Q1 2026 | $3.7M | 111.4K | — | — |
| Q4 2025 | $14.8M | 709.7K | — | — |
| Q4 2025 | $42.4M | 1.81M | — | — |
| Q4 2025 | $3.5M | 147.5K | — | — |
| Q4 2025 | $3.6M | 111.0K | — | — |
| Q3 2025 | $15M | 696.5K | — | — |
| Q3 2025 | $56.2M | 2.40M | — | — |
| Q3 2025 | $3.2M | 136.9K | — | — |
| Q3 2025 | $3.4M | 102.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B