Back to SCHW-PJ
Stockman Wealth Management, Inc. → SCHW-PJ
Stockman Wealth Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
40
Latest value
$36.8M
Q3 2026
Peak value
$36.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $280K |
| Q4 2025 | $293K |
| Q4 2025 | $416K |
| Q4 2025 | $424K |
| Q4 2025 | $2.3M |
| Q4 2025 | $2.3M |
| Q4 2025 | $553K |
| Q4 2025 | $579K |
| Q4 2025 | $396K |
| Q4 2025 | $380K |
| Q4 2025 | $624K |
| Q4 2025 | $644K |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.8M |
| Q1 2026 | $273K |
| Q1 2026 | $408K |
| Q1 2026 | $2.2M |
| Q1 2026 | $577K |
| Q1 2026 | $444K |
| Q1 2026 | $633K |
| Q1 2026 | $1.5M |
| Q1 2026 | $2M |
| Q2 2026 | $258K |
| Q2 2026 | $1.9M |
| Q2 2026 | $543K |
| Q2 2026 | $425K |
| Q2 2026 | $576K |
| Q2 2026 | $1.2M |
| Q2 2026 | $2.3M |
| Q2 2026 | $1.1M |
| Q3 2026 | $274K |
| Q3 2026 | $1.9M |
| Q3 2026 | $490K |
| Q3 2026 | $477K |
| Q3 2026 | $571K |
| Q3 2026 | $1.2M |
| Q3 2026 | $2.2M |
| Q3 2026 | $36.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36.8M | 1.46M | — | — |
| Q3 2026 | $2.2M | 99.5K | — | — |
| Q3 2026 | $1.2M | 55.6K | — | — |
| Q3 2026 | $571K | 20.8K | — | — |
| Q3 2026 | $477K | 14.7K | — | — |
| Q3 2026 | $490K | 15.0K | — | — |
| Q3 2026 | $1.9M | 64.7K | — | — |
| Q3 2026 | $274K | 2.8K | — | — |
| Q2 2026 | $1.1M | 39.7K | — | — |
| Q2 2026 | $2.3M | 98.4K | — | — |
| Q2 2026 | $1.2M | 53.6K | — | — |
| Q2 2026 | $576K | 20.8K | — | — |
| Q2 2026 | $425K | 13.4K | — | — |
| Q2 2026 | $543K | 15.0K | — | — |
| Q2 2026 | $1.9M | 64.7K | — | — |
| Q2 2026 | $258K | 2.8K | — | — |
| Q1 2026 | $2M | 91.5K | — | — |
| Q1 2026 | $1.5M | 63.5K | — | — |
| Q1 2026 | $633K | 25.6K | — | — |
| Q1 2026 | $444K | 14.5K | — | — |
| Q1 2026 | $577K | 19.8K | — | — |
| Q1 2026 | $2.2M | 87.5K | — | — |
| Q1 2026 | $408K | 16.3K | — | — |
| Q1 2026 | $273K | 2.9K | — | — |
| Q4 2025 | $1.8M | 88.3K | — | — |
| Q4 2025 | $1.8M | 85.7K | — | — |
| Q4 2025 | $1.5M | 63.0K | — | — |
| Q4 2025 | $1.4M | 61.0K | — | — |
| Q4 2025 | $644K | 26.8K | — | — |
| Q4 2025 | $624K | 26.8K | — | — |
| Q4 2025 | $380K | 13.8K | — | — |
| Q4 2025 | $396K | 14.5K | — | — |
| Q4 2025 | $579K | 20.3K | — | — |
| Q4 2025 | $553K | 19.8K | — | — |
| Q4 2025 | $2.3M | 86.8K | — | — |
| Q4 2025 | $2.3M | 86.3K | — | — |
| Q4 2025 | $424K | 16.2K | — | — |
| Q4 2025 | $416K | 16.2K | — | — |
| Q4 2025 | $293K | 2.9K | — | — |
| Q4 2025 | $280K | 2.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B