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POWER WEALTH MANAGEMENT LLC → SCHW-PJ
POWER WEALTH MANAGEMENT LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$17.8M
Q3 2026
Peak value
$17.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q3 2025 | $6.2M |
| Q3 2025 | $13.1M |
| Q4 2025 | $2.7M |
| Q4 2025 | $6.1M |
| Q4 2025 | $13.4M |
| Q1 2026 | $2.3M |
| Q1 2026 | $6.3M |
| Q1 2026 | $14.1M |
| Q2 2026 | $1.8M |
| Q2 2026 | $7.1M |
| Q2 2026 | $16.1M |
| Q3 2026 | $1.9M |
| Q3 2026 | $8M |
| Q3 2026 | $17.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.8M | 648.9K | — | — |
| Q3 2026 | $8M | 219.4K | — | — |
| Q3 2026 | $1.9M | 19.6K | — | — |
| Q2 2026 | $16.1M | 581.9K | — | — |
| Q2 2026 | $7.1M | 194.4K | — | — |
| Q2 2026 | $1.8M | 19.4K | — | — |
| Q1 2026 | $14.1M | 570.6K | — | — |
| Q1 2026 | $6.3M | 191.3K | — | — |
| Q1 2026 | $2.3M | 24.1K | — | — |
| Q4 2025 | $13.4M | 559.4K | — | — |
| Q4 2025 | $6.1M | 185.3K | — | — |
| Q4 2025 | $2.7M | 27.1K | — | — |
| Q3 2025 | $13.1M | 563.6K | — | — |
| Q3 2025 | $6.2M | 184.7K | — | — |
| Q3 2025 | $2.7M | 27.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B