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Stillwater Wealth Management Group → SCHW-PJ
Stillwater Wealth Management Group SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
11
Latest value
$2M
Q3 2026
Peak value
$8.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $287K |
| Q4 2025 | $2.7M |
| Q4 2025 | $337K |
| Q1 2026 | $4.4M |
| Q1 2026 | $7.3M |
| Q1 2026 | $797K |
| Q1 2026 | $1.3M |
| Q2 2026 | $7.3M |
| Q2 2026 | $1.3M |
| Q3 2026 | $8.7M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 61.7K | — | — |
| Q3 2026 | $8.7M | 275.7K | — | — |
| Q2 2026 | $1.3M | 42.4K | — | — |
| Q2 2026 | $7.3M | 235.3K | — | — |
| Q1 2026 | $1.3M | 42.4K | — | — |
| Q1 2026 | $797K | 26.0K | — | — |
| Q1 2026 | $7.3M | 235.3K | — | — |
| Q1 2026 | $4.4M | 156.9K | — | — |
| Q4 2025 | $337K | 12.3K | — | — |
| Q4 2025 | $2.7M | 99.0K | — | — |
| Q3 2025 | $287K | 10.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B