Back to SCHW-PJ
Seed Wealth Management, Inc. → SCHW-PJ
Seed Wealth Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$2.5M
Q3 2026
Peak value
$5.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.2M |
| Q4 2025 | $1.3M |
| Q4 2025 | $522K |
| Q4 2025 | $816K |
| Q4 2025 | $5.7M |
| Q1 2026 | $4.8M |
| Q1 2026 | $1.4M |
| Q1 2026 | $564K |
| Q1 2026 | $828K |
| Q1 2026 | $5.9M |
| Q2 2026 | $5.6M |
| Q2 2026 | $1.6M |
| Q2 2026 | $608K |
| Q2 2026 | $860K |
| Q2 2026 | $4.2M |
| Q3 2026 | $5.6M |
| Q3 2026 | $1.5M |
| Q3 2026 | $247K |
| Q3 2026 | $833K |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 100.8K | — | — |
| Q3 2026 | $833K | 30.3K | — | — |
| Q3 2026 | $247K | 4.6K | — | — |
| Q3 2026 | $1.5M | 44.9K | — | — |
| Q3 2026 | $5.6M | 191.4K | — | — |
| Q2 2026 | $4.2M | 159.6K | — | — |
| Q2 2026 | $860K | 31.0K | — | — |
| Q2 2026 | $608K | 11.5K | — | — |
| Q2 2026 | $1.6M | 44.9K | — | — |
| Q2 2026 | $5.6M | 192.3K | — | — |
| Q1 2026 | $5.9M | 221.9K | — | — |
| Q1 2026 | $828K | 33.5K | — | — |
| Q1 2026 | $564K | 11.5K | — | — |
| Q1 2026 | $1.4M | 44.9K | — | — |
| Q1 2026 | $4.8M | 192.3K | — | — |
| Q4 2025 | $5.7M | 214.6K | — | — |
| Q4 2025 | $816K | 33.9K | — | — |
| Q4 2025 | $522K | 11.5K | — | — |
| Q4 2025 | $1.3M | 44.9K | — | — |
| Q4 2025 | $5.2M | 199.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B