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Triangle Securities Wealth Management → SCHW-PJ
Triangle Securities Wealth Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
35
Latest value
$233K
Q3 2026
Peak value
$19.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q3 2025 | $6.8M |
| Q3 2025 | $495K |
| Q3 2025 | $15.3M |
| Q3 2025 | $3.2M |
| Q3 2025 | $659K |
| Q3 2025 | $227K |
| Q4 2025 | $3.2M |
| Q4 2025 | $7M |
| Q4 2025 | $550K |
| Q4 2025 | $15.5M |
| Q4 2025 | $3.3M |
| Q4 2025 | $753K |
| Q4 2025 | $222K |
| Q1 2026 | $3M |
| Q1 2026 | $6.9M |
| Q1 2026 | $617K |
| Q1 2026 | $16.5M |
| Q1 2026 | $3.3M |
| Q1 2026 | $800K |
| Q1 2026 | $250K |
| Q2 2026 | $3.6M |
| Q2 2026 | $8.2M |
| Q2 2026 | $802K |
| Q2 2026 | $19.6M |
| Q2 2026 | $3.9M |
| Q2 2026 | $859K |
| Q2 2026 | $243K |
| Q3 2026 | $3.6M |
| Q3 2026 | $12.7M |
| Q3 2026 | $759K |
| Q3 2026 | $18M |
| Q3 2026 | $3.5M |
| Q3 2026 | $904K |
| Q3 2026 | $233K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $233K | 7.1K | — | — |
| Q3 2026 | $904K | 16.8K | — | — |
| Q3 2026 | $3.5M | 107.5K | — | — |
| Q3 2026 | $18M | 528.4K | — | — |
| Q3 2026 | $759K | 21.1K | — | — |
| Q3 2026 | $12.7M | 423.4K | — | — |
| Q3 2026 | $3.6M | 123.0K | — | — |
| Q2 2026 | $243K | 7.6K | — | — |
| Q2 2026 | $859K | 16.3K | — | — |
| Q2 2026 | $3.9M | 108.0K | — | — |
| Q2 2026 | $19.6M | 530.4K | — | — |
| Q2 2026 | $802K | 23.7K | — | — |
| Q2 2026 | $8.2M | 277.3K | — | — |
| Q2 2026 | $3.6M | 124.1K | — | — |
| Q1 2026 | $250K | 8.1K | — | — |
| Q1 2026 | $800K | 16.3K | — | — |
| Q1 2026 | $3.3M | 113.2K | — | — |
| Q1 2026 | $16.5M | 532.0K | — | — |
| Q1 2026 | $617K | 21.2K | — | — |
| Q1 2026 | $6.9M | 268.6K | — | — |
| Q1 2026 | $3M | 120.4K | — | — |
| Q4 2025 | $222K | 8.1K | — | — |
| Q4 2025 | $753K | 16.6K | — | — |
| Q4 2025 | $3.3M | 117.0K | — | — |
| Q4 2025 | $15.5M | 516.8K | — | — |
| Q4 2025 | $550K | 16.9K | — | — |
| Q4 2025 | $7M | 258.9K | — | — |
| Q4 2025 | $3.2M | 120.6K | — | — |
| Q3 2025 | $227K | 8.3K | — | — |
| Q3 2025 | $659K | 15.3K | — | — |
| Q3 2025 | $3.2M | 115.4K | — | — |
| Q3 2025 | $15.3M | 517.0K | — | — |
| Q3 2025 | $495K | 15.5K | — | — |
| Q3 2025 | $6.8M | 257.0K | — | — |
| Q3 2025 | $3M | 117.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B