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Sarver Vrooman Wealth Advisors → SCHW-PJ
Sarver Vrooman Wealth Advisors SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
7
Latest value
$55.1M
Q3 2026
Peak value
$55.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $44.9M |
| Q4 2025 | $47.9M |
| Q4 2025 | $45.3M |
| Q1 2026 | $50.7M |
| Q2 2026 | $7K |
| Q2 2026 | $53.4M |
| Q3 2026 | $55.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $55.1M | 1.69M | — | — |
| Q2 2026 | $53.4M | 1.66M | — | — |
| Q2 2026 | $7K | 197 | — | — |
| Q1 2026 | $50.7M | 1.65M | — | — |
| Q4 2025 | $45.3M | 1.65M | — | — |
| Q4 2025 | $47.9M | 1.75M | — | — |
| Q3 2025 | $44.9M | 1.64M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Sarver Vrooman Wealth Advisors positions
ETHA
$44.9MISHARES TR ETF IBONDS DEC 2026 TERM CORP
JACK
$43.6MISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE
JACK
$43.1MISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE
ETHA
$43MISHARES TR ETF IBONDS DEC 2026 TERM CORP
ETHA
$43MISHARES TR ETF IBONDS DEC 2026 TERM CORP
JACK
$42.3MISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE
BTCW
$5.3MWISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND
BTCW
$4.6MWISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND