Back to SCHW-PJ
SHEETS SMITH WEALTH MANAGEMENT → SCHW-PJ
SHEETS SMITH WEALTH MANAGEMENT SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
44
Latest value
$2.2M
Q3 2026
Peak value
$22.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.4M |
| Q4 2025 | $7.3M |
| Q4 2025 | $19M |
| Q4 2025 | $204K |
| Q4 2025 | $2.1M |
| Q4 2025 | $1.3M |
| Q4 2025 | $476K |
| Q4 2025 | $1.6M |
| Q4 2025 | $6.7M |
| Q4 2025 | $3.7M |
| Q4 2025 | $2.8M |
| Q1 2026 | $1.4M |
| Q1 2026 | $7M |
| Q1 2026 | $18.6M |
| Q1 2026 | $2.1M |
| Q1 2026 | $1.3M |
| Q1 2026 | $477K |
| Q1 2026 | $1.8M |
| Q1 2026 | $7.6M |
| Q1 2026 | $4M |
| Q1 2026 | $2.4M |
| Q2 2026 | $1.3M |
| Q2 2026 | $8.1M |
| Q2 2026 | $21.3M |
| Q2 2026 | $212K |
| Q2 2026 | $208K |
| Q2 2026 | $2.6M |
| Q2 2026 | $1.7M |
| Q2 2026 | $526K |
| Q2 2026 | $2.1M |
| Q2 2026 | $7.6M |
| Q2 2026 | $4.4M |
| Q2 2026 | $2.1M |
| Q3 2026 | $1.4M |
| Q3 2026 | $8.3M |
| Q3 2026 | $22.2M |
| Q3 2026 | $225K |
| Q3 2026 | $2.4M |
| Q3 2026 | $1.5M |
| Q3 2026 | $535K |
| Q3 2026 | $2.1M |
| Q3 2026 | $7.8M |
| Q3 2026 | $4.8M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 91.0K | — | — |
| Q3 2026 | $4.8M | 176.1K | — | — |
| Q3 2026 | $7.8M | 241.0K | — | — |
| Q3 2026 | $2.1M | 67.6K | — | — |
| Q3 2026 | $535K | 14.7K | — | — |
| Q3 2026 | $1.5M | 47.2K | — | — |
| Q3 2026 | $2.4M | 70.7K | — | — |
| Q3 2026 | $225K | 6.3K | — | — |
| Q3 2026 | $22.2M | 739.1K | — | — |
| Q3 2026 | $8.3M | 282.8K | — | — |
| Q3 2026 | $1.4M | 14.4K | — | — |
| Q2 2026 | $2.1M | 87.4K | — | — |
| Q2 2026 | $4.4M | 157.9K | — | — |
| Q2 2026 | $7.6M | 239.9K | — | — |
| Q2 2026 | $2.1M | 68.4K | — | — |
| Q2 2026 | $526K | 14.5K | — | — |
| Q2 2026 | $1.7M | 46.7K | — | — |
| Q2 2026 | $2.6M | 69.8K | — | — |
| Q2 2026 | $208K | 6.0K | — | — |
| Q2 2026 | $212K | 6.3K | — | — |
| Q2 2026 | $21.3M | 724.5K | — | — |
| Q2 2026 | $8.1M | 281.4K | — | — |
| Q2 2026 | $1.3M | 14.5K | — | — |
| Q1 2026 | $2.4M | 100.5K | — | — |
| Q1 2026 | $4M | 160.1K | — | — |
| Q1 2026 | $7.6M | 247.6K | — | — |
| Q1 2026 | $1.8M | 65.1K | — | — |
| Q1 2026 | $477K | 14.5K | — | — |
| Q1 2026 | $1.3M | 45.8K | — | — |
| Q1 2026 | $2.1M | 69.2K | — | — |
| Q1 2026 | $18.6M | 724.4K | — | — |
| Q1 2026 | $7M | 280.0K | — | — |
| Q1 2026 | $1.4M | 14.5K | — | — |
| Q4 2025 | $2.8M | 116.3K | — | — |
| Q4 2025 | $3.7M | 154.4K | — | — |
| Q4 2025 | $6.7M | 245.7K | — | — |
| Q4 2025 | $1.6M | 59.1K | — | — |
| Q4 2025 | $476K | 14.5K | — | — |
| Q4 2025 | $1.3M | 46.5K | — | — |
| Q4 2025 | $2.1M | 69.3K | — | — |
| Q4 2025 | $204K | 6.2K | — | — |
| Q4 2025 | $19M | 705.1K | — | — |
| Q4 2025 | $7.3M | 277.2K | — | — |
| Q4 2025 | $1.4M | 14.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B