Back to SCHW-PJ
SeaCrest Wealth Management, LLC → SCHW-PJ
SeaCrest Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
95
Latest value
$1.2M
Q3 2026
Peak value
$17.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $902K |
| Q3 2025 | $6.3M |
| Q3 2025 | $1.7M |
| Q3 2025 | $17.2M |
| Q3 2025 | $4.8M |
| Q3 2025 | $2.7M |
| Q3 2025 | $2.6M |
| Q3 2025 | $1.3M |
| Q3 2025 | $202K |
| Q3 2025 | $337K |
| Q3 2025 | $225K |
| Q3 2025 | $3M |
| Q3 2025 | $3.6M |
| Q3 2025 | $1.2M |
| Q3 2025 | $1.2M |
| Q3 2025 | $934K |
| Q3 2025 | $476K |
| Q3 2025 | $1.5M |
| Q3 2025 | $1.2M |
| Q4 2025 | $882K |
| Q4 2025 | $5.4M |
| Q4 2025 | $1.6M |
| Q4 2025 | $17.9M |
| Q4 2025 | $4.8M |
| Q4 2025 | $2.8M |
| Q4 2025 | $2.7M |
| Q4 2025 | $1.2M |
| Q4 2025 | $214K |
| Q4 2025 | $353K |
| Q4 2025 | $235K |
| Q4 2025 | $2.9M |
| Q4 2025 | $3.7M |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $763K |
| Q4 2025 | $476K |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.2M |
| Q1 2026 | $758K |
| Q1 2026 | $5.1M |
| Q1 2026 | $1.5M |
| Q1 2026 | $15.7M |
| Q1 2026 | $4.4M |
| Q1 2026 | $2.6M |
| Q1 2026 | $2.6M |
| Q1 2026 | $1.2M |
| Q1 2026 | $381K |
| Q1 2026 | $256K |
| Q1 2026 | $236K |
| Q1 2026 | $3.9M |
| Q1 2026 | $3.7M |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.3M |
| Q1 2026 | $724K |
| Q1 2026 | $418K |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.2M |
| Q2 2026 | $295K |
| Q2 2026 | $6M |
| Q2 2026 | $1.8M |
| Q2 2026 | $6.7M |
| Q2 2026 | $4.9M |
| Q2 2026 | $3M |
| Q2 2026 | $3.2M |
| Q2 2026 | $1.5M |
| Q2 2026 | $633K |
| Q2 2026 | $301K |
| Q2 2026 | $263K |
| Q2 2026 | $3.8M |
| Q2 2026 | $4.3M |
| Q2 2026 | $2.4M |
| Q2 2026 | $1.4M |
| Q2 2026 | $568K |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.9M |
| Q2 2026 | $1.2M |
| Q3 2026 | $298K |
| Q3 2026 | $6.3M |
| Q3 2026 | $1.7M |
| Q3 2026 | $7.4M |
| Q3 2026 | $4.8M |
| Q3 2026 | $2.8M |
| Q3 2026 | $2.9M |
| Q3 2026 | $1.5M |
| Q3 2026 | $657K |
| Q3 2026 | $278K |
| Q3 2026 | $339K |
| Q3 2026 | $4.8M |
| Q3 2026 | $4.5M |
| Q3 2026 | $2.4M |
| Q3 2026 | $1.3M |
| Q3 2026 | $503K |
| Q3 2026 | $1.2M |
| Q3 2026 | $2.2M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 24.9K | — | — |
| Q3 2026 | $2.2M | 87.2K | — | — |
| Q3 2026 | $1.2M | 51.9K | — | — |
| Q3 2026 | $503K | 21.2K | — | — |
| Q3 2026 | $1.3M | 60.3K | — | — |
| Q3 2026 | $2.4M | 110.5K | — | — |
| Q3 2026 | $4.5M | 163.6K | — | — |
| Q3 2026 | $4.8M | 146.6K | — | — |
| Q3 2026 | $339K | 10.8K | — | — |
| Q3 2026 | $278K | 7.9K | — | — |
| Q3 2026 | $657K | 12.2K | — | — |
| Q3 2026 | $1.5M | 41.9K | — | — |
| Q3 2026 | $2.9M | 89.7K | — | — |
| Q3 2026 | $2.8M | 82.7K | — | — |
| Q3 2026 | $4.8M | 143.9K | — | — |
| Q3 2026 | $7.4M | 205.1K | — | — |
| Q3 2026 | $1.7M | 56.0K | — | — |
| Q3 2026 | $6.3M | 213.7K | — | — |
| Q3 2026 | $298K | 3.0K | — | — |
| Q2 2026 | $1.2M | 24.9K | — | — |
| Q2 2026 | $1.9M | 73.0K | — | — |
| Q2 2026 | $1.3M | 52.6K | — | — |
| Q2 2026 | $568K | 23.0K | — | — |
| Q2 2026 | $1.4M | 60.1K | — | — |
| Q2 2026 | $2.4M | 102.5K | — | — |
| Q2 2026 | $4.3M | 156.0K | — | — |
| Q2 2026 | $3.8M | 120.9K | — | — |
| Q2 2026 | $263K | 8.5K | — | — |
| Q2 2026 | $301K | 7.9K | — | — |
| Q2 2026 | $633K | 12.0K | — | — |
| Q2 2026 | $1.5M | 42.0K | — | — |
| Q2 2026 | $3.2M | 88.8K | — | — |
| Q2 2026 | $3M | 82.5K | — | — |
| Q2 2026 | $4.9M | 142.1K | — | — |
| Q2 2026 | $6.7M | 197.8K | — | — |
| Q2 2026 | $1.8M | 59.6K | — | — |
| Q2 2026 | $6M | 207.5K | — | — |
| Q2 2026 | $295K | 3.2K | — | — |
| Q1 2026 | $1.2M | 24.9K | — | — |
| Q1 2026 | $1.8M | 69.4K | — | — |
| Q1 2026 | $418K | 17.2K | — | — |
| Q1 2026 | $724K | 29.1K | — | — |
| Q1 2026 | $1.3M | 60.9K | — | — |
| Q1 2026 | $1.5M | 64.1K | — | — |
| Q1 2026 | $3.7M | 147.8K | — | — |
| Q1 2026 | $3.9M | 126.4K | — | — |
| Q1 2026 | $236K | 8.5K | — | — |
| Q1 2026 | $256K | 7.9K | — | — |
| Q1 2026 | $381K | 7.8K | — | — |
| Q1 2026 | $1.2M | 35.3K | — | — |
| Q1 2026 | $2.6M | 89.4K | — | — |
| Q1 2026 | $2.6M | 83.0K | — | — |
| Q1 2026 | $4.4M | 144.2K | — | — |
| Q1 2026 | $15.7M | 537.3K | — | — |
| Q1 2026 | $1.5M | 59.9K | — | — |
| Q1 2026 | $5.1M | 202.3K | — | — |
| Q1 2026 | $758K | 8.1K | — | — |
| Q4 2025 | $1.2M | 25.2K | — | — |
| Q4 2025 | $1.5M | 55.3K | — | — |
| Q4 2025 | $476K | 19.5K | — | — |
| Q4 2025 | $763K | 30.3K | — | — |
| Q4 2025 | $1.3M | 61.3K | — | — |
| Q4 2025 | $1.3M | 53.9K | — | — |
| Q4 2025 | $3.7M | 150.1K | — | — |
| Q4 2025 | $2.9M | 104.6K | — | — |
| Q4 2025 | $235K | 8.5K | — | — |
| Q4 2025 | $353K | 10.8K | — | — |
| Q4 2025 | $214K | 4.7K | — | — |
| Q4 2025 | $1.2M | 36.8K | — | — |
| Q4 2025 | $2.7M | 91.4K | — | — |
| Q4 2025 | $2.8M | 89.0K | — | — |
| Q4 2025 | $4.8M | 160.8K | — | — |
| Q4 2025 | $17.9M | 544.2K | — | — |
| Q4 2025 | $1.6M | 60.3K | — | — |
| Q4 2025 | $5.4M | 201.7K | — | — |
| Q4 2025 | $882K | 8.7K | — | — |
| Q3 2025 | $1.2M | 25.3K | — | — |
| Q3 2025 | $1.5M | 55.1K | — | — |
| Q3 2025 | $476K | 19.6K | — | — |
| Q3 2025 | $934K | 37.2K | — | — |
| Q3 2025 | $1.2M | 58.6K | — | — |
| Q3 2025 | $1.2M | 51.8K | — | — |
| Q3 2025 | $3.6M | 152.2K | — | — |
| Q3 2025 | $3M | 111.1K | — | — |
| Q3 2025 | $225K | 8.5K | — | — |
| Q3 2025 | $337K | 10.8K | — | — |
| Q3 2025 | $202K | 4.6K | — | — |
| Q3 2025 | $1.3M | 37.0K | — | — |
| Q3 2025 | $2.6M | 93.4K | — | — |
| Q3 2025 | $2.7M | 90.5K | — | — |
| Q3 2025 | $4.8M | 163.1K | — | — |
| Q3 2025 | $17.2M | 530.3K | — | — |
| Q3 2025 | $1.7M | 62.3K | — | — |
| Q3 2025 | $6.3M | 242.3K | — | — |
| Q3 2025 | $902K | 9.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B