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RMG Wealth Management LLC → SCHW-PJ
RMG Wealth Management LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
62
Latest value
$45K
Q3 2026
Peak value
$209.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $27K |
| Q3 2025 | $1.4M |
| Q3 2025 | $54K |
| Q3 2025 | $158.8M |
| Q3 2025 | $16K |
| Q3 2025 | $320K |
| Q3 2025 | $39.9M |
| Q3 2025 | $1K |
| Q3 2025 | $96K |
| Q3 2025 | $105K |
| Q3 2025 | $79K |
| Q3 2025 | $7.6M |
| Q3 2025 | $242K |
| Q4 2025 | $30K |
| Q4 2025 | $1.5M |
| Q4 2025 | $5.7M |
| Q4 2025 | $64K |
| Q4 2025 | $1K |
| Q4 2025 | $141K |
| Q4 2025 | $95K |
| Q4 2025 | $114K |
| Q4 2025 | $162.8M |
| Q4 2025 | $254K |
| Q4 2025 | $43K |
| Q4 2025 | $45M |
| Q4 2025 | $42K |
| Q1 2026 | $32K |
| Q1 2026 | $1.4M |
| Q1 2026 | $69K |
| Q1 2026 | $184.8M |
| Q1 2026 | $1.4M |
| Q1 2026 | $273K |
| Q1 2026 | $50.2M |
| Q1 2026 | $1K |
| Q1 2026 | $46K |
| Q1 2026 | $102K |
| Q1 2026 | $5.4M |
| Q1 2026 | $46K |
| Q2 2026 | $1.5M |
| Q2 2026 | $109K |
| Q2 2026 | $72K |
| Q2 2026 | $209.2M |
| Q2 2026 | $1.5M |
| Q2 2026 | $285K |
| Q2 2026 | $52.7M |
| Q2 2026 | $1K |
| Q2 2026 | $132K |
| Q2 2026 | $690K |
| Q2 2026 | $47K |
| Q2 2026 | $5.1M |
| Q2 2026 | $47K |
| Q3 2026 | $1.5M |
| Q3 2026 | $71K |
| Q3 2026 | $206.2M |
| Q3 2026 | $1.5M |
| Q3 2026 | $271K |
| Q3 2026 | $50.2M |
| Q3 2026 | $1K |
| Q3 2026 | $129K |
| Q3 2026 | $110K |
| Q3 2026 | $4.3M |
| Q3 2026 | $45K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $45K | 1.7K | — | — |
| Q3 2026 | $4.3M | 120.9K | — | — |
| Q3 2026 | $110K | 3.4K | — | — |
| Q3 2026 | $129K | 2.4K | — | — |
| Q3 2026 | $1K | 37 | — | — |
| Q3 2026 | $50.2M | 1.54M | — | — |
| Q3 2026 | $271K | 7.8K | — | — |
| Q3 2026 | $1.5M | 43.5K | — | — |
| Q3 2026 | $206.2M | 5.90M | — | — |
| Q3 2026 | $71K | 2.4K | — | — |
| Q3 2026 | $1.5M | 51.0K | — | — |
| Q2 2026 | $47K | 1.7K | — | — |
| Q2 2026 | $5.1M | 148.3K | — | — |
| Q2 2026 | $47K | 915 | — | — |
| Q2 2026 | $690K | 27.1K | — | — |
| Q2 2026 | $132K | 2.4K | — | — |
| Q2 2026 | $1K | 37 | — | — |
| Q2 2026 | $52.7M | 1.50M | — | — |
| Q2 2026 | $285K | 7.8K | — | — |
| Q2 2026 | $1.5M | 41.5K | — | — |
| Q2 2026 | $209.2M | 5.88M | — | — |
| Q2 2026 | $72K | 2.4K | — | — |
| Q2 2026 | $109K | 3.4K | — | — |
| Q2 2026 | $1.5M | 51.0K | — | — |
| Q1 2026 | $46K | 1.7K | — | — |
| Q1 2026 | $5.4M | 169.0K | — | — |
| Q1 2026 | $102K | 3.4K | — | — |
| Q1 2026 | $46K | 915 | — | — |
| Q1 2026 | $1K | 37 | — | — |
| Q1 2026 | $50.2M | 1.50M | — | — |
| Q1 2026 | $273K | 7.8K | — | — |
| Q1 2026 | $1.4M | 41.5K | — | — |
| Q1 2026 | $184.8M | 5.41M | — | — |
| Q1 2026 | $69K | 2.4K | — | — |
| Q1 2026 | $1.4M | 50.0K | — | — |
| Q1 2026 | $32K | 360 | — | — |
| Q4 2025 | $42K | 1.7K | — | — |
| Q4 2025 | $45M | 1.45M | — | — |
| Q4 2025 | $43K | 915 | — | — |
| Q4 2025 | $254K | 7.8K | — | — |
| Q4 2025 | $162.8M | 5.08M | — | — |
| Q4 2025 | $114K | 2.4K | — | — |
| Q4 2025 | $95K | 3.4K | — | — |
| Q4 2025 | $141K | 4.6K | — | — |
| Q4 2025 | $1K | 37 | — | — |
| Q4 2025 | $64K | 2.4K | — | — |
| Q4 2025 | $5.7M | 196.8K | — | — |
| Q4 2025 | $1.5M | 56.0K | — | — |
| Q4 2025 | $30K | 285 | — | — |
| Q3 2025 | $242K | 10.2K | — | — |
| Q3 2025 | $7.6M | 281.8K | — | — |
| Q3 2025 | $79K | 3.0K | — | — |
| Q3 2025 | $105K | 2.4K | — | — |
| Q3 2025 | $96K | 2.6K | — | — |
| Q3 2025 | $1K | 37 | — | — |
| Q3 2025 | $39.9M | 1.43M | — | — |
| Q3 2025 | $320K | 10.8K | — | — |
| Q3 2025 | $16K | 545 | — | — |
| Q3 2025 | $158.8M | 4.95M | — | — |
| Q3 2025 | $54K | 2.1K | — | — |
| Q3 2025 | $1.4M | 54.5K | — | — |
| Q3 2025 | $27K | 285 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other RMG Wealth Management LLC positions
VGES
$195.3MVANGUARD MORNINGSTAR VALUE ETF
VGES
$192.6MVANGUARD MORNINGSTAR VALUE ETF
VGES
$166.5MVANGUARD VALUE INDEX FUND ETF SHARES
VGES
$154MVANGUARD VALUE ETF
VGES
$135MVANGUARD VALUE ETF
ETHA
$133.9MISHARES MORNINGSTAR MID-CAP ETF
ETHA
$132.5MISHARES MORNINGSTAR MID-CAP ETF
ETHA
$117.3MISHARES MORNINGSTAR MID-CAP ETF