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Todd Wealth Management, LLC → SCHW-PJ
Todd Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
6
Latest value
$2.1M
Q2 2026
Peak value
$2.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $314K |
| Q4 2025 | $2.3M |
| Q1 2026 | $285K |
| Q1 2026 | $2.1M |
| Q2 2026 | $268K |
| Q2 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $2.1M | 67.7K | — | — |
| Q2 2026 | $268K | 2.9K | — | — |
| Q1 2026 | $2.1M | 69.8K | — | — |
| Q1 2026 | $285K | 3.0K | — | — |
| Q4 2025 | $2.3M | 82.4K | — | — |
| Q4 2025 | $314K | 3.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B