Back to SCHW-PJ
TrueWealth Advisors, LLC → SCHW-PJ
TrueWealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$1.2M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $312K |
| Q3 2025 | $784K |
| Q3 2025 | $1.4M |
| Q3 2025 | $5.2M |
| Q3 2025 | $1.4M |
| Q4 2025 | $330K |
| Q4 2025 | $795K |
| Q4 2025 | $1.4M |
| Q4 2025 | $4.7M |
| Q4 2025 | $1.3M |
| Q1 2026 | $321K |
| Q1 2026 | $758K |
| Q1 2026 | $1.3M |
| Q1 2026 | $5M |
| Q1 2026 | $1.3M |
| Q2 2026 | $315K |
| Q2 2026 | $782K |
| Q2 2026 | $1.5M |
| Q2 2026 | $5.3M |
| Q2 2026 | $1.3M |
| Q3 2026 | $309K |
| Q3 2026 | $797K |
| Q3 2026 | $1.5M |
| Q3 2026 | $5.2M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 46.6K | — | — |
| Q3 2026 | $5.2M | 158.8K | — | — |
| Q3 2026 | $1.5M | 42.6K | — | — |
| Q3 2026 | $797K | 26.6K | — | — |
| Q3 2026 | $309K | 3.2K | — | — |
| Q2 2026 | $1.3M | 47.3K | — | — |
| Q2 2026 | $5.3M | 165.7K | — | — |
| Q2 2026 | $1.5M | 43.0K | — | — |
| Q2 2026 | $782K | 26.6K | — | — |
| Q2 2026 | $315K | 3.4K | — | — |
| Q1 2026 | $1.3M | 47.1K | — | — |
| Q1 2026 | $5M | 164.1K | — | — |
| Q1 2026 | $1.3M | 43.1K | — | — |
| Q1 2026 | $758K | 29.6K | — | — |
| Q1 2026 | $321K | 3.4K | — | — |
| Q4 2025 | $1.3M | 48.4K | — | — |
| Q4 2025 | $4.7M | 171.9K | — | — |
| Q4 2025 | $1.4M | 43.4K | — | — |
| Q4 2025 | $795K | 29.6K | — | — |
| Q4 2025 | $330K | 3.3K | — | — |
| Q3 2025 | $1.4M | 51.9K | — | — |
| Q3 2025 | $5.2M | 191.4K | — | — |
| Q3 2025 | $1.4M | 43.4K | — | — |
| Q3 2025 | $784K | 29.8K | — | — |
| Q3 2025 | $312K | 3.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B