Back to SCHW-PJ
SURIENCE PRIVATE WEALTH LLC → SCHW-PJ
SURIENCE PRIVATE WEALTH LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
7
Latest value
$369K
Q3 2026
Peak value
$11.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.8M |
| Q1 2026 | $10.2M |
| Q1 2026 | $411K |
| Q2 2026 | $1.6M |
| Q2 2026 | $378K |
| Q3 2026 | $5.9M |
| Q3 2026 | $369K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $369K | 14.7K | — | — |
| Q3 2026 | $5.9M | 180.0K | — | — |
| Q2 2026 | $378K | 14.3K | — | — |
| Q2 2026 | $1.6M | 50.4K | — | — |
| Q1 2026 | $411K | 15.5K | — | — |
| Q1 2026 | $10.2M | 332.3K | — | — |
| Q4 2025 | $11.8M | 428.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B