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TriaGen Wealth Management LLC → SCHW-PJ
TriaGen Wealth Management LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$13.6M
Q3 2026
Peak value
$13.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $351K |
| Q3 2025 | $12.2M |
| Q4 2025 | $367K |
| Q4 2025 | $12.4M |
| Q1 2026 | $346K |
| Q1 2026 | $11M |
| Q2 2026 | $339K |
| Q2 2026 | $12.8M |
| Q3 2026 | $359K |
| Q3 2026 | $13.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.6M | 378.6K | — | — |
| Q3 2026 | $359K | 3.7K | — | — |
| Q2 2026 | $12.8M | 377.7K | — | — |
| Q2 2026 | $339K | 3.7K | — | — |
| Q1 2026 | $11M | 377.8K | — | — |
| Q1 2026 | $346K | 3.7K | — | — |
| Q4 2025 | $12.4M | 380.6K | — | — |
| Q4 2025 | $367K | 3.7K | — | — |
| Q3 2025 | $12.2M | 383.5K | — | — |
| Q3 2025 | $351K | 3.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B