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Strategic Family Wealth Counselors, L.L.C. → SCHW-PJ
Strategic Family Wealth Counselors, L.L.C. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
55
Latest value
$1.6M
Q3 2026
Peak value
$19.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.4M |
| Q3 2025 | $11.5M |
| Q3 2025 | $16.7M |
| Q3 2025 | $496K |
| Q3 2025 | $10.4M |
| Q3 2025 | $10.5M |
| Q3 2025 | $643K |
| Q3 2025 | $12.8M |
| Q3 2025 | $1.8M |
| Q3 2025 | $519K |
| Q3 2025 | $1.3M |
| Q4 2025 | $6.5M |
| Q4 2025 | $11.7M |
| Q4 2025 | $16.8M |
| Q4 2025 | $520K |
| Q4 2025 | $11.4M |
| Q4 2025 | $11.7M |
| Q4 2025 | $699K |
| Q4 2025 | $13.2M |
| Q4 2025 | $1.9M |
| Q4 2025 | $415K |
| Q4 2025 | $1.5M |
| Q1 2026 | $6.2M |
| Q1 2026 | $11M |
| Q1 2026 | $15.4M |
| Q1 2026 | $528K |
| Q1 2026 | $10.8M |
| Q1 2026 | $10.9M |
| Q1 2026 | $732K |
| Q1 2026 | $14M |
| Q1 2026 | $1.9M |
| Q1 2026 | $354K |
| Q1 2026 | $1.5M |
| Q2 2026 | $7M |
| Q2 2026 | $12.6M |
| Q2 2026 | $18.3M |
| Q2 2026 | $618K |
| Q2 2026 | $12.8M |
| Q2 2026 | $13.6M |
| Q2 2026 | $790K |
| Q2 2026 | $14.7M |
| Q2 2026 | $2.1M |
| Q2 2026 | $390K |
| Q2 2026 | $1.5M |
| Q3 2026 | $7M |
| Q3 2026 | $12.9M |
| Q3 2026 | $19.6M |
| Q3 2026 | $617K |
| Q3 2026 | $11.9M |
| Q3 2026 | $12.4M |
| Q3 2026 | $805K |
| Q3 2026 | $15.3M |
| Q3 2026 | $2.1M |
| Q3 2026 | $363K |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 31.7K | — | — |
| Q3 2026 | $363K | 16.5K | — | — |
| Q3 2026 | $2.1M | 77.5K | — | — |
| Q3 2026 | $15.3M | 469.3K | — | — |
| Q3 2026 | $805K | 15.0K | — | — |
| Q3 2026 | $12.4M | 379.0K | — | — |
| Q3 2026 | $11.9M | 348.9K | — | — |
| Q3 2026 | $617K | 18.5K | — | — |
| Q3 2026 | $19.6M | 546.0K | — | — |
| Q3 2026 | $12.9M | 429.6K | — | — |
| Q3 2026 | $7M | 240.4K | — | — |
| Q2 2026 | $1.5M | 31.5K | — | — |
| Q2 2026 | $390K | 16.5K | — | — |
| Q2 2026 | $2.1M | 77.4K | — | — |
| Q2 2026 | $14.7M | 464.8K | — | — |
| Q2 2026 | $790K | 15.0K | — | — |
| Q2 2026 | $13.6M | 375.8K | — | — |
| Q2 2026 | $12.8M | 347.0K | — | — |
| Q2 2026 | $618K | 17.8K | — | — |
| Q2 2026 | $18.3M | 540.6K | — | — |
| Q2 2026 | $12.6M | 429.4K | — | — |
| Q2 2026 | $7M | 242.6K | — | — |
| Q1 2026 | $1.5M | 31.8K | — | — |
| Q1 2026 | $354K | 16.5K | — | — |
| Q1 2026 | $1.9M | 77.4K | — | — |
| Q1 2026 | $14M | 457.3K | — | — |
| Q1 2026 | $732K | 15.0K | — | — |
| Q1 2026 | $10.9M | 374.5K | — | — |
| Q1 2026 | $10.8M | 348.1K | — | — |
| Q1 2026 | $528K | 17.3K | — | — |
| Q1 2026 | $15.4M | 527.1K | — | — |
| Q1 2026 | $11M | 428.1K | — | — |
| Q1 2026 | $6.2M | 247.9K | — | — |
| Q4 2025 | $1.5M | 31.5K | — | — |
| Q4 2025 | $415K | 19.3K | — | — |
| Q4 2025 | $1.9M | 77.6K | — | — |
| Q4 2025 | $13.2M | 460.5K | — | — |
| Q4 2025 | $699K | 15.0K | — | — |
| Q4 2025 | $11.7M | 388.3K | — | — |
| Q4 2025 | $11.4M | 359.9K | — | — |
| Q4 2025 | $520K | 17.0K | — | — |
| Q4 2025 | $16.8M | 531.8K | — | — |
| Q4 2025 | $11.7M | 436.7K | — | — |
| Q4 2025 | $6.5M | 246.1K | — | — |
| Q3 2025 | $1.3M | 29.2K | — | — |
| Q3 2025 | $519K | 24.1K | — | — |
| Q3 2025 | $1.8M | 77.2K | — | — |
| Q3 2025 | $12.8M | 468.2K | — | — |
| Q3 2025 | $643K | 15.0K | — | — |
| Q3 2025 | $10.5M | 374.6K | — | — |
| Q3 2025 | $10.4M | 349.3K | — | — |
| Q3 2025 | $496K | 17.0K | — | — |
| Q3 2025 | $16.7M | 522.3K | — | — |
| Q3 2025 | $11.5M | 435.5K | — | — |
| Q3 2025 | $6.4M | 247.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B