Back to SCHW-PJ
Plan A Wealth LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
58
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $324K |
| Q4 2024 | $197K |
| Q4 2024 | $412K |
| Q1 2025 | $366K |
| Q1 2025 | $273K |
| Q1 2025 | $240K |
| Q1 2025 | $480K |
| Q1 2025 | $1.5M |
| Q2 2025 | $573K |
| Q2 2025 | $262K |
| Q2 2025 | $255K |
| Q2 2025 | $454K |
| Q2 2025 | $512K |
| Q2 2025 | $681K |
| Q2 2025 | $4.6M |
| Q3 2025 | $667K |
| Q3 2025 | $314K |
| Q3 2025 | $305K |
| Q3 2025 | $520K |
| Q3 2025 | $754K |
| Q3 2025 | $762K |
| Q3 2025 | $5.6M |
| Q4 2025 | $324K |
| Q4 2025 | $674K |
| Q4 2025 | $321K |
| Q4 2025 | $321K |
| Q4 2025 | $305K |
| Q4 2025 | $534K |
| Q4 2025 | $1.3M |
| Q4 2025 | $774K |
| Q4 2025 | $5.9M |
| Q1 2026 | $781K |
| Q1 2026 | $359K |
| Q1 2026 | $390K |
| Q1 2026 | $328K |
| Q1 2026 | $624K |
| Q1 2026 | $1.4M |
| Q1 2026 | $933K |
| Q1 2026 | $6.5M |
| Q2 2026 | $920K |
| Q2 2026 | $424K |
| Q2 2026 | $407K |
| Q2 2026 | $394K |
| Q2 2026 | $708K |
| Q2 2026 | $1.3M |
| Q2 2026 | $981K |
| Q2 2026 | $220K |
| Q2 2026 | $7M |
| Q3 2026 | $938K |
| Q3 2026 | $512K |
| Q3 2026 | $265K |
| Q3 2026 | $415K |
| Q3 2026 | $447K |
| Q3 2026 | $724K |
| Q3 2026 | $1.7M |
| Q3 2026 | $953K |
| Q3 2026 | $210K |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 310.7K | — | — |
| Q3 2026 | $210K | 9.5K | — | — |
| Q3 2026 | $953K | 43.1K | — | — |
| Q3 2026 | $1.7M | 61.6K | — | — |
| Q3 2026 | $724K | 23.0K | — | — |
| Q3 2026 | $447K | 12.8K | — | — |
| Q3 2026 | $415K | 7.7K | — | — |
| Q3 2026 | $265K | 11.0K | — | — |
| Q3 2026 | $512K | 14.2K | — | — |
| Q3 2026 | $938K | 31.3K | — | — |
| Q2 2026 | $7M | 288.5K | — | — |
| Q2 2026 | $220K | 9.3K | — | — |
| Q2 2026 | $981K | 42.4K | — | — |
| Q2 2026 | $1.3M | 48.4K | — | — |
| Q2 2026 | $708K | 22.8K | — | — |
| Q2 2026 | $394K | 10.4K | — | — |
| Q2 2026 | $407K | 7.7K | — | — |
| Q2 2026 | $424K | 12.5K | — | — |
| Q2 2026 | $920K | 31.3K | — | — |
| Q1 2026 | $6.5M | 268.5K | — | — |
| Q1 2026 | $933K | 40.2K | — | — |
| Q1 2026 | $1.4M | 57.5K | — | — |
| Q1 2026 | $624K | 22.4K | — | — |
| Q1 2026 | $328K | 10.1K | — | — |
| Q1 2026 | $390K | 8.0K | — | — |
| Q1 2026 | $359K | 12.3K | — | — |
| Q1 2026 | $781K | 30.5K | — | — |
| Q4 2025 | $5.9M | 243.4K | — | — |
| Q4 2025 | $774K | 33.1K | — | — |
| Q4 2025 | $1.3M | 55.1K | — | — |
| Q4 2025 | $534K | 19.6K | — | — |
| Q4 2025 | $305K | 9.7K | — | — |
| Q4 2025 | $321K | 7.1K | — | — |
| Q4 2025 | $321K | 9.8K | — | — |
| Q4 2025 | $674K | 25.0K | — | — |
| Q4 2025 | $324K | 12.3K | — | — |
| Q3 2025 | $5.6M | 228.7K | — | — |
| Q3 2025 | $762K | 32.5K | — | — |
| Q3 2025 | $754K | 32.4K | — | — |
| Q3 2025 | $520K | 19.8K | — | — |
| Q3 2025 | $305K | 7.1K | — | — |
| Q3 2025 | $314K | 9.8K | — | — |
| Q3 2025 | $667K | 25.3K | — | — |
| Q2 2025 | $4.6M | 186.7K | — | — |
| Q2 2025 | $681K | 29.3K | — | — |
| Q2 2025 | $512K | 23.2K | — | — |
| Q2 2025 | $454K | 18.5K | — | — |
| Q2 2025 | $255K | 6.4K | — | — |
| Q2 2025 | $262K | 9.0K | — | — |
| Q2 2025 | $573K | 23.4K | — | — |
| Q1 2025 | $1.5M | 60.3K | — | — |
| Q1 2025 | $480K | 20.7K | — | — |
| Q1 2025 | $240K | 12.2K | — | — |
| Q1 2025 | $273K | 11.6K | — | — |
| Q1 2025 | $366K | 16.6K | — | — |
| Q4 2024 | $412K | 18.1K | — | — |
| Q4 2024 | $197K | 10.6K | — | — |
| Q4 2024 | $324K | 14.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B