Back to SCHW-PJ
Principle Wealth Partners LLC → SCHW-PJ
Principle Wealth Partners LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
19
Latest value
$238K
Q3 2026
Peak value
$19.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $571K |
| Q3 2025 | $432K |
| Q3 2025 | $19.6M |
| Q4 2025 | $626K |
| Q4 2025 | $441K |
| Q4 2025 | $17.8M |
| Q1 2026 | $589K |
| Q1 2026 | $450K |
| Q1 2026 | $19.8M |
| Q2 2026 | $439K |
| Q2 2026 | $302K |
| Q2 2026 | $559K |
| Q2 2026 | $19.3M |
| Q3 2026 | $505K |
| Q3 2026 | $216K |
| Q3 2026 | $278K |
| Q3 2026 | $516K |
| Q3 2026 | $19.7M |
| Q3 2026 | $238K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $238K | 8.7K | — | — |
| Q3 2026 | $19.7M | 605.5K | — | — |
| Q3 2026 | $516K | 15.8K | — | — |
| Q3 2026 | $278K | 8.2K | — | — |
| Q3 2026 | $216K | 7.2K | — | — |
| Q3 2026 | $505K | 5.2K | — | — |
| Q2 2026 | $19.3M | 609.4K | — | — |
| Q2 2026 | $559K | 15.5K | — | — |
| Q2 2026 | $302K | 8.2K | — | — |
| Q2 2026 | $439K | 4.8K | — | — |
| Q1 2026 | $19.8M | 644.8K | — | — |
| Q1 2026 | $450K | 15.5K | — | — |
| Q1 2026 | $589K | 6.3K | — | — |
| Q4 2025 | $17.8M | 648.6K | — | — |
| Q4 2025 | $441K | 15.5K | — | — |
| Q4 2025 | $626K | 6.3K | — | — |
| Q3 2025 | $19.6M | 719.2K | — | — |
| Q3 2025 | $432K | 15.5K | — | — |
| Q3 2025 | $571K | 6.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B