Back to SCHW-PJ
RMR Wealth Builders SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
35
Latest value
$46.6M
Q3 2026
Peak value
$46.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $584K |
| Q3 2025 | $4.3M |
| Q3 2025 | $1.1M |
| Q3 2025 | $330K |
| Q3 2025 | $346K |
| Q3 2025 | $897K |
| Q3 2025 | $13.4M |
| Q4 2025 | $610K |
| Q4 2025 | $4.4M |
| Q4 2025 | $1.1M |
| Q4 2025 | $337K |
| Q4 2025 | $335K |
| Q4 2025 | $909K |
| Q4 2025 | $16M |
| Q1 2026 | $591K |
| Q1 2026 | $4.2M |
| Q1 2026 | $1.1M |
| Q1 2026 | $321K |
| Q1 2026 | $358K |
| Q1 2026 | $934K |
| Q1 2026 | $19.3M |
| Q2 2026 | $563K |
| Q2 2026 | $4.5M |
| Q2 2026 | $1.4M |
| Q2 2026 | $399K |
| Q2 2026 | $746K |
| Q2 2026 | $1M |
| Q2 2026 | $39.8M |
| Q3 2026 | $595K |
| Q3 2026 | $4.5M |
| Q3 2026 | $1.3M |
| Q3 2026 | $364K |
| Q3 2026 | $1.1M |
| Q3 2026 | $1M |
| Q3 2026 | $46.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $46.6M | 1.95M | — | — |
| Q3 2026 | $1M | 37.4K | — | — |
| Q3 2026 | $1.1M | 34.0K | — | — |
| Q3 2026 | $364K | 11.2K | — | — |
| Q3 2026 | $1.3M | 37.3K | — | — |
| Q3 2026 | $4.5M | 148.8K | — | — |
| Q3 2026 | $595K | 6.1K | — | — |
| Q2 2026 | $39.8M | 1.65M | — | — |
| Q2 2026 | $1M | 37.6K | — | — |
| Q2 2026 | $746K | 23.5K | — | — |
| Q2 2026 | $399K | 11.1K | — | — |
| Q2 2026 | $1.4M | 37.1K | — | — |
| Q2 2026 | $4.5M | 152.0K | — | — |
| Q2 2026 | $563K | 6.1K | — | — |
| Q1 2026 | $19.3M | 796.4K | — | — |
| Q1 2026 | $934K | 37.7K | — | — |
| Q1 2026 | $358K | 11.7K | — | — |
| Q1 2026 | $321K | 11.1K | — | — |
| Q1 2026 | $1.1M | 37.0K | — | — |
| Q1 2026 | $4.2M | 163.8K | — | — |
| Q1 2026 | $591K | 6.3K | — | — |
| Q4 2025 | $16M | 656.8K | — | — |
| Q4 2025 | $909K | 37.8K | — | — |
| Q4 2025 | $335K | 12.2K | — | — |
| Q4 2025 | $337K | 11.8K | — | — |
| Q4 2025 | $1.1M | 37.0K | — | — |
| Q4 2025 | $4.4M | 165.0K | — | — |
| Q4 2025 | $610K | 6.1K | — | — |
| Q3 2025 | $13.4M | 547.1K | — | — |
| Q3 2025 | $897K | 38.5K | — | — |
| Q3 2025 | $346K | 12.7K | — | — |
| Q3 2025 | $330K | 11.8K | — | — |
| Q3 2025 | $1.1M | 36.9K | — | — |
| Q3 2025 | $4.3M | 164.7K | — | — |
| Q3 2025 | $584K | 6.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B