Back to SCHW-PJ
Provident Wealth Management, LLC → SCHW-PJ
Provident Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
14
Latest value
$20K
Q3 2026
Peak value
$43.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $29.1M |
| Q4 2025 | $41.8M |
| Q4 2025 | $244K |
| Q1 2026 | $27.7M |
| Q1 2026 | $37.4M |
| Q1 2026 | $279K |
| Q2 2026 | $31.4M |
| Q2 2026 | $43.2M |
| Q2 2026 | $299K |
| Q2 2026 | $40K |
| Q3 2026 | $23.3M |
| Q3 2026 | $33.2M |
| Q3 2026 | $17K |
| Q3 2026 | $20K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20K | 827 | — | — |
| Q3 2026 | $17K | 537 | — | — |
| Q3 2026 | $33.2M | 924.6K | — | — |
| Q3 2026 | $23.3M | 776.0K | — | — |
| Q2 2026 | $40K | 1.7K | — | — |
| Q2 2026 | $299K | 9.4K | — | — |
| Q2 2026 | $43.2M | 1.28M | — | — |
| Q2 2026 | $31.4M | 1.07M | — | — |
| Q1 2026 | $279K | 9.1K | — | — |
| Q1 2026 | $37.4M | 1.28M | — | — |
| Q1 2026 | $27.7M | 1.08M | — | — |
| Q4 2025 | $244K | 8.9K | — | — |
| Q4 2025 | $41.8M | 1.28M | — | — |
| Q4 2025 | $29.1M | 1.08M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B