Back to SCHW-PJ
Selby Wealth Management, LLC → SCHW-PJ
Selby Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
24
Latest value
$3M
Q3 2026
Peak value
$8.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.4M |
| Q4 2025 | $4.9M |
| Q4 2025 | $7.7M |
| Q4 2025 | $4.6M |
| Q4 2025 | $585K |
| Q4 2025 | $2.8M |
| Q1 2026 | $3.1M |
| Q1 2026 | $4.6M |
| Q1 2026 | $6.5M |
| Q1 2026 | $4.6M |
| Q1 2026 | $593K |
| Q1 2026 | $3M |
| Q2 2026 | $3.8M |
| Q2 2026 | $5.3M |
| Q2 2026 | $7.8M |
| Q2 2026 | $5.3M |
| Q2 2026 | $721K |
| Q2 2026 | $3.1M |
| Q3 2026 | $3.8M |
| Q3 2026 | $5.3M |
| Q3 2026 | $8.5M |
| Q3 2026 | $4.6M |
| Q3 2026 | $566K |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 93.0K | — | — |
| Q3 2026 | $566K | 17.3K | — | — |
| Q3 2026 | $4.6M | 133.8K | — | — |
| Q3 2026 | $8.5M | 236.8K | — | — |
| Q3 2026 | $5.3M | 177.3K | — | — |
| Q3 2026 | $3.8M | 130.9K | — | — |
| Q2 2026 | $3.1M | 99.1K | — | — |
| Q2 2026 | $721K | 20.0K | — | — |
| Q2 2026 | $5.3M | 142.7K | — | — |
| Q2 2026 | $7.8M | 231.6K | — | — |
| Q2 2026 | $5.3M | 181.0K | — | — |
| Q2 2026 | $3.8M | 130.5K | — | — |
| Q1 2026 | $3M | 99.1K | — | — |
| Q1 2026 | $593K | 20.4K | — | — |
| Q1 2026 | $4.6M | 148.2K | — | — |
| Q1 2026 | $6.5M | 223.4K | — | — |
| Q1 2026 | $4.6M | 179.4K | — | — |
| Q1 2026 | $3.1M | 125.4K | — | — |
| Q4 2025 | $2.8M | 101.5K | — | — |
| Q4 2025 | $585K | 20.5K | — | — |
| Q4 2025 | $4.6M | 152.1K | — | — |
| Q4 2025 | $7.7M | 236.7K | — | — |
| Q4 2025 | $4.9M | 182.5K | — | — |
| Q4 2025 | $3.4M | 127.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Selby Wealth Management, LLC positions
JPM-PM
$20.6MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$19.7MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$19MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$18.5MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$18.4MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$18.3MJ P MORGAN EXCHANGE TRADED F
FIS
$18MFIDELITY MERRIMACK STR TR
FIS
$17.6MFIDELITY MERRIMACK STR TR