Back to SCHW-PJ
Tiller Private Wealth, Inc. → SCHW-PJ
Tiller Private Wealth, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$344K
Q3 2026
Peak value
$13.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.8M |
| Q4 2025 | $11.5M |
| Q4 2025 | $335K |
| Q1 2026 | $9.9M |
| Q1 2026 | $11.5M |
| Q1 2026 | $314K |
| Q2 2026 | $11M |
| Q2 2026 | $13.9M |
| Q2 2026 | $330K |
| Q3 2026 | $9.9M |
| Q3 2026 | $12.2M |
| Q3 2026 | $344K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $344K | 10.6K | — | — |
| Q3 2026 | $12.2M | 373.0K | — | — |
| Q3 2026 | $9.9M | 291.0K | — | — |
| Q2 2026 | $330K | 10.4K | — | — |
| Q2 2026 | $13.9M | 385.6K | — | — |
| Q2 2026 | $11M | 297.2K | — | — |
| Q1 2026 | $314K | 10.2K | — | — |
| Q1 2026 | $11.5M | 396.3K | — | — |
| Q1 2026 | $9.9M | 319.1K | — | — |
| Q4 2025 | $335K | 12.2K | — | — |
| Q4 2025 | $11.5M | 403.0K | — | — |
| Q4 2025 | $9.8M | 327.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B