Back to SCHW-PJ
RKL Wealth Management LLC → SCHW-PJ
RKL Wealth Management LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
52
Latest value
$573K
Q3 2026
Peak value
$57.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q3 2025 | $57.1M |
| Q3 2025 | $22.2M |
| Q3 2025 | $4.1M |
| Q3 2025 | $22.6M |
| Q3 2025 | $15M |
| Q3 2025 | $4.5M |
| Q3 2025 | $361K |
| Q3 2025 | $15M |
| Q3 2025 | $699K |
| Q3 2025 | $433K |
| Q4 2025 | $1.7M |
| Q4 2025 | $57.8M |
| Q4 2025 | $21.8M |
| Q4 2025 | $3.9M |
| Q4 2025 | $22.9M |
| Q4 2025 | $15.2M |
| Q4 2025 | $4.5M |
| Q4 2025 | $363K |
| Q4 2025 | $15.9M |
| Q4 2025 | $601K |
| Q4 2025 | $224K |
| Q1 2026 | $1.6M |
| Q1 2026 | $47.7M |
| Q1 2026 | $18.6M |
| Q1 2026 | $3.8M |
| Q1 2026 | $21.5M |
| Q1 2026 | $14.1M |
| Q1 2026 | $4M |
| Q1 2026 | $402K |
| Q1 2026 | $15M |
| Q1 2026 | $589K |
| Q2 2026 | $1.8M |
| Q2 2026 | $54.1M |
| Q2 2026 | $21.2M |
| Q2 2026 | $4.4M |
| Q2 2026 | $25.2M |
| Q2 2026 | $17.4M |
| Q2 2026 | $4.3M |
| Q2 2026 | $417K |
| Q2 2026 | $16.4M |
| Q2 2026 | $593K |
| Q3 2026 | $1.9M |
| Q3 2026 | $54.3M |
| Q3 2026 | $22.2M |
| Q3 2026 | $4.2M |
| Q3 2026 | $23.2M |
| Q3 2026 | $15.6M |
| Q3 2026 | $4.2M |
| Q3 2026 | $401K |
| Q3 2026 | $15.8M |
| Q3 2026 | $573K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $573K | 25.9K | — | — |
| Q3 2026 | $15.8M | 575.6K | — | — |
| Q3 2026 | $401K | 12.3K | — | — |
| Q3 2026 | $4.2M | 116.5K | — | — |
| Q3 2026 | $15.6M | 478.3K | — | — |
| Q3 2026 | $23.2M | 680.7K | — | — |
| Q3 2026 | $4.2M | 124.8K | — | — |
| Q3 2026 | $22.2M | 616.9K | — | — |
| Q3 2026 | $54.3M | 1.81M | — | — |
| Q3 2026 | $1.9M | 63.2K | — | — |
| Q2 2026 | $593K | 25.6K | — | — |
| Q2 2026 | $16.4M | 592.7K | — | — |
| Q2 2026 | $417K | 13.2K | — | — |
| Q2 2026 | $4.3M | 118.7K | — | — |
| Q2 2026 | $17.4M | 480.9K | — | — |
| Q2 2026 | $25.2M | 683.4K | — | — |
| Q2 2026 | $4.4M | 126.1K | — | — |
| Q2 2026 | $21.2M | 627.7K | — | — |
| Q2 2026 | $54.1M | 1.84M | — | — |
| Q2 2026 | $1.8M | 62.8K | — | — |
| Q1 2026 | $589K | 25.4K | — | — |
| Q1 2026 | $15M | 604.3K | — | — |
| Q1 2026 | $402K | 13.1K | — | — |
| Q1 2026 | $4M | 120.2K | — | — |
| Q1 2026 | $14.1M | 486.5K | — | — |
| Q1 2026 | $21.5M | 695.6K | — | — |
| Q1 2026 | $3.8M | 125.8K | — | — |
| Q1 2026 | $18.6M | 636.9K | — | — |
| Q1 2026 | $47.7M | 1.86M | — | — |
| Q1 2026 | $1.6M | 62.9K | — | — |
| Q4 2025 | $224K | 8.9K | — | — |
| Q4 2025 | $601K | 25.7K | — | — |
| Q4 2025 | $15.9M | 659.7K | — | — |
| Q4 2025 | $363K | 13.2K | — | — |
| Q4 2025 | $4.5M | 136.5K | — | — |
| Q4 2025 | $15.2M | 534.4K | — | — |
| Q4 2025 | $22.9M | 761.0K | — | — |
| Q4 2025 | $3.9M | 133.3K | — | — |
| Q4 2025 | $21.8M | 667.0K | — | — |
| Q4 2025 | $57.8M | 2.15M | — | — |
| Q4 2025 | $1.7M | 65.9K | — | — |
| Q3 2025 | $433K | 17.2K | — | — |
| Q3 2025 | $699K | 29.8K | — | — |
| Q3 2025 | $15M | 645.0K | — | — |
| Q3 2025 | $361K | 13.2K | — | — |
| Q3 2025 | $4.5M | 135.9K | — | — |
| Q3 2025 | $15M | 539.1K | — | — |
| Q3 2025 | $22.6M | 761.8K | — | — |
| Q3 2025 | $4.1M | 139.2K | — | — |
| Q3 2025 | $22.2M | 697.1K | — | — |
| Q3 2025 | $57.1M | 2.17M | — | — |
| Q3 2025 | $1.7M | 64.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B