Back to SCHW-PJ
SkyOak Wealth, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$578K
Q3 2026
Peak value
$28.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $23.8M |
| Q4 2025 | $555K |
| Q4 2025 | $328K |
| Q1 2026 | $374K |
| Q1 2026 | $22.2M |
| Q1 2026 | $572K |
| Q1 2026 | $544K |
| Q2 2026 | $429K |
| Q2 2026 | $26.6M |
| Q2 2026 | $652K |
| Q2 2026 | $563K |
| Q3 2026 | $438K |
| Q3 2026 | $28.9M |
| Q3 2026 | $624K |
| Q3 2026 | $578K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $578K | 17.8K | — | — |
| Q3 2026 | $624K | 18.7K | — | — |
| Q3 2026 | $28.9M | 803.4K | — | — |
| Q3 2026 | $438K | 14.6K | — | — |
| Q2 2026 | $563K | 17.8K | — | — |
| Q2 2026 | $652K | 18.7K | — | — |
| Q2 2026 | $26.6M | 786.4K | — | — |
| Q2 2026 | $429K | 14.6K | — | — |
| Q1 2026 | $544K | 17.7K | — | — |
| Q1 2026 | $572K | 18.7K | — | — |
| Q1 2026 | $22.2M | 760.5K | — | — |
| Q1 2026 | $374K | 14.6K | — | — |
| Q4 2025 | $328K | 12.0K | — | — |
| Q4 2025 | $555K | 18.7K | — | — |
| Q4 2025 | $23.8M | 729.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B