Back to SCHW-PJ
Shakespeare Wealth Management, LLC → SCHW-PJ
Shakespeare Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
30
Latest value
$2.3M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $645K |
| Q3 2025 | $312K |
| Q3 2025 | $4.5M |
| Q3 2025 | $353K |
| Q3 2025 | $864K |
| Q3 2025 | $2.2M |
| Q4 2025 | $658K |
| Q4 2025 | $318K |
| Q4 2025 | $4.6M |
| Q4 2025 | $355K |
| Q4 2025 | $892K |
| Q4 2025 | $2.2M |
| Q1 2026 | $630K |
| Q1 2026 | $303K |
| Q1 2026 | $4.7M |
| Q1 2026 | $387K |
| Q1 2026 | $918K |
| Q1 2026 | $2.2M |
| Q2 2026 | $727K |
| Q2 2026 | $348K |
| Q2 2026 | $5.2M |
| Q2 2026 | $400K |
| Q2 2026 | $1M |
| Q2 2026 | $2.3M |
| Q3 2026 | $735K |
| Q3 2026 | $432K |
| Q3 2026 | $5.3M |
| Q3 2026 | $411K |
| Q3 2026 | $1.1M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 47.2K | — | — |
| Q3 2026 | $1.1M | 39.8K | — | — |
| Q3 2026 | $411K | 12.6K | — | — |
| Q3 2026 | $5.3M | 168.8K | — | — |
| Q3 2026 | $432K | 14.4K | — | — |
| Q3 2026 | $735K | 25.1K | — | — |
| Q2 2026 | $2.3M | 47.4K | — | — |
| Q2 2026 | $1M | 37.1K | — | — |
| Q2 2026 | $400K | 12.6K | — | — |
| Q2 2026 | $5.2M | 167.4K | — | — |
| Q2 2026 | $348K | 11.8K | — | — |
| Q2 2026 | $727K | 25.1K | — | — |
| Q1 2026 | $2.2M | 47.4K | — | — |
| Q1 2026 | $918K | 37.1K | — | — |
| Q1 2026 | $387K | 12.6K | — | — |
| Q1 2026 | $4.7M | 167.4K | — | — |
| Q1 2026 | $303K | 11.8K | — | — |
| Q1 2026 | $630K | 25.1K | — | — |
| Q4 2025 | $2.2M | 48.2K | — | — |
| Q4 2025 | $892K | 37.1K | — | — |
| Q4 2025 | $355K | 12.9K | — | — |
| Q4 2025 | $4.6M | 170.2K | — | — |
| Q4 2025 | $318K | 11.8K | — | — |
| Q4 2025 | $658K | 25.1K | — | — |
| Q3 2025 | $2.2M | 49.0K | — | — |
| Q3 2025 | $864K | 37.1K | — | — |
| Q3 2025 | $353K | 12.9K | — | — |
| Q3 2025 | $4.5M | 172.4K | — | — |
| Q3 2025 | $312K | 11.8K | — | — |
| Q3 2025 | $645K | 25.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B