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Private Wealth Partners, LLC → SCHW-PJ
Private Wealth Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
7
Latest value
$213K
Q3 2026
Peak value
$19.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.6M |
| Q4 2025 | $10.6M |
| Q1 2026 | $19.2M |
| Q2 2026 | $18.3M |
| Q2 2026 | $209K |
| Q3 2026 | $19.3M |
| Q3 2026 | $213K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $213K | 7.1K | — | — |
| Q3 2026 | $19.3M | 197.8K | — | — |
| Q2 2026 | $209K | 7.1K | — | — |
| Q2 2026 | $18.3M | 198.7K | — | — |
| Q1 2026 | $19.2M | 204.2K | — | — |
| Q4 2025 | $10.6M | 106.4K | — | — |
| Q3 2025 | $9.6M | 101.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B