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Refined Wealth Management → SCHW-PJ
Refined Wealth Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
3
Latest value
$5.8M
Q3 2026
Peak value
$5.8M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $5.7M |
| Q2 2026 | $5.8M |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 244.6K | — | — |
| Q2 2026 | $5.8M | 233.5K | — | — |
| Q1 2026 | $5.7M | 228.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B