Back to SCHW-PJ
Total Clarity Wealth Management, Inc. → SCHW-PJ
Total Clarity Wealth Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
27
Latest value
$1.2M
Q3 2026
Peak value
$7.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $436K |
| Q3 2025 | $872K |
| Q3 2025 | $4.4M |
| Q3 2025 | $458K |
| Q3 2025 | $3.2M |
| Q3 2025 | $678K |
| Q4 2025 | $485K |
| Q4 2025 | $1M |
| Q4 2025 | $5.2M |
| Q4 2025 | $456K |
| Q4 2025 | $3.3M |
| Q4 2025 | $852K |
| Q1 2026 | $694K |
| Q1 2026 | $1.1M |
| Q1 2026 | $6.5M |
| Q1 2026 | $542K |
| Q1 2026 | $948K |
| Q2 2026 | $794K |
| Q2 2026 | $1.1M |
| Q2 2026 | $7.1M |
| Q2 2026 | $607K |
| Q2 2026 | $1M |
| Q3 2026 | $796K |
| Q3 2026 | $1.2M |
| Q3 2026 | $7.3M |
| Q3 2026 | $618K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 42.6K | — | — |
| Q3 2026 | $618K | 19.6K | — | — |
| Q3 2026 | $7.3M | 135.1K | — | — |
| Q3 2026 | $1.2M | 33.1K | — | — |
| Q3 2026 | $796K | 27.2K | — | — |
| Q2 2026 | $1M | 37.8K | — | — |
| Q2 2026 | $607K | 19.5K | — | — |
| Q2 2026 | $7.1M | 134.5K | — | — |
| Q2 2026 | $1.1M | 32.9K | — | — |
| Q2 2026 | $794K | 27.4K | — | — |
| Q1 2026 | $948K | 38.3K | — | — |
| Q1 2026 | $542K | 19.4K | — | — |
| Q1 2026 | $6.5M | 132.8K | — | — |
| Q1 2026 | $1.1M | 36.4K | — | — |
| Q1 2026 | $694K | 27.6K | — | — |
| Q4 2025 | $852K | 35.4K | — | — |
| Q4 2025 | $3.3M | 121.9K | — | — |
| Q4 2025 | $456K | 16.7K | — | — |
| Q4 2025 | $5.2M | 115.0K | — | — |
| Q4 2025 | $1M | 31.3K | — | — |
| Q4 2025 | $485K | 18.5K | — | — |
| Q3 2025 | $678K | 29.1K | — | — |
| Q3 2025 | $3.2M | 117.4K | — | — |
| Q3 2025 | $458K | 17.4K | — | — |
| Q3 2025 | $4.4M | 102.9K | — | — |
| Q3 2025 | $872K | 27.3K | — | — |
| Q3 2025 | $436K | 17.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B