Back to SCHW-PJ
RAINEY & RANDALL WEALTH ADVISORS INC. → SCHW-PJ
RAINEY & RANDALL WEALTH ADVISORS INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
28
Latest value
$894K
Q3 2026
Peak value
$112.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $231K |
| Q3 2025 | $98.5M |
| Q3 2025 | $85.8M |
| Q3 2025 | $33.7M |
| Q3 2025 | $35M |
| Q3 2025 | $731K |
| Q4 2025 | $243K |
| Q4 2025 | $101M |
| Q4 2025 | $88.2M |
| Q4 2025 | $33.9M |
| Q4 2025 | $35.2M |
| Q4 2025 | $739K |
| Q1 2026 | $229K |
| Q1 2026 | $90.8M |
| Q1 2026 | $91.4M |
| Q1 2026 | $34.4M |
| Q1 2026 | $36M |
| Q1 2026 | $877K |
| Q2 2026 | $105.7M |
| Q2 2026 | $105.1M |
| Q2 2026 | $42.5M |
| Q2 2026 | $39.7M |
| Q2 2026 | $943K |
| Q3 2026 | $112.5M |
| Q3 2026 | $101.1M |
| Q3 2026 | $38.4M |
| Q3 2026 | $40.3M |
| Q3 2026 | $894K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $894K | 27.5K | — | — |
| Q3 2026 | $40.3M | 1.11M | — | — |
| Q3 2026 | $38.4M | 1.18M | — | — |
| Q3 2026 | $101.1M | 3.03M | — | — |
| Q3 2026 | $112.5M | 3.13M | — | — |
| Q2 2026 | $943K | 29.7K | — | — |
| Q2 2026 | $39.7M | 1.10M | — | — |
| Q2 2026 | $42.5M | 1.18M | — | — |
| Q2 2026 | $105.1M | 3.02M | — | — |
| Q2 2026 | $105.7M | 3.12M | — | — |
| Q1 2026 | $877K | 28.6K | — | — |
| Q1 2026 | $36M | 1.09M | — | — |
| Q1 2026 | $34.4M | 1.18M | — | — |
| Q1 2026 | $91.4M | 3.00M | — | — |
| Q1 2026 | $90.8M | 3.12M | — | — |
| Q1 2026 | $229K | 2.4K | — | — |
| Q4 2025 | $739K | 26.9K | — | — |
| Q4 2025 | $35.2M | 1.08M | — | — |
| Q4 2025 | $33.9M | 1.19M | — | — |
| Q4 2025 | $88.2M | 2.98M | — | — |
| Q4 2025 | $101M | 3.10M | — | — |
| Q4 2025 | $243K | 2.4K | — | — |
| Q3 2025 | $731K | 26.8K | — | — |
| Q3 2025 | $35M | 1.05M | — | — |
| Q3 2025 | $33.7M | 1.21M | — | — |
| Q3 2025 | $85.8M | 2.95M | — | — |
| Q3 2025 | $98.5M | 3.09M | — | — |
| Q3 2025 | $231K | 2.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B