Back to SCHW-PJ
TrustWell Financial Advisors, LLC → SCHW-PJ
TrustWell Financial Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
27
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $589K |
| Q4 2025 | $271K |
| Q4 2025 | $302K |
| Q4 2025 | $214K |
| Q4 2025 | $464K |
| Q4 2025 | $3.1M |
| Q1 2026 | $503K |
| Q1 2026 | $238K |
| Q1 2026 | $311K |
| Q1 2026 | $405K |
| Q1 2026 | $217K |
| Q1 2026 | $464K |
| Q1 2026 | $3.1M |
| Q2 2026 | $575K |
| Q2 2026 | $256K |
| Q2 2026 | $321K |
| Q2 2026 | $420K |
| Q2 2026 | $247K |
| Q2 2026 | $462K |
| Q2 2026 | $3.1M |
| Q3 2026 | $587K |
| Q3 2026 | $244K |
| Q3 2026 | $291K |
| Q3 2026 | $432K |
| Q3 2026 | $236K |
| Q3 2026 | $442K |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 130.5K | — | — |
| Q3 2026 | $442K | 20.0K | — | — |
| Q3 2026 | $236K | 8.6K | — | — |
| Q3 2026 | $432K | 13.3K | — | — |
| Q3 2026 | $291K | 8.7K | — | — |
| Q3 2026 | $244K | 6.8K | — | — |
| Q3 2026 | $587K | 20.0K | — | — |
| Q2 2026 | $3.1M | 128.1K | — | — |
| Q2 2026 | $462K | 20.0K | — | — |
| Q2 2026 | $247K | 8.9K | — | — |
| Q2 2026 | $420K | 13.2K | — | — |
| Q2 2026 | $321K | 9.2K | — | — |
| Q2 2026 | $256K | 7.6K | — | — |
| Q2 2026 | $575K | 19.9K | — | — |
| Q1 2026 | $3.1M | 127.7K | — | — |
| Q1 2026 | $464K | 20.0K | — | — |
| Q1 2026 | $217K | 8.8K | — | — |
| Q1 2026 | $405K | 13.2K | — | — |
| Q1 2026 | $311K | 10.2K | — | — |
| Q1 2026 | $238K | 8.2K | — | — |
| Q1 2026 | $503K | 20.1K | — | — |
| Q4 2025 | $3.1M | 125.5K | — | — |
| Q4 2025 | $464K | 19.8K | — | — |
| Q4 2025 | $214K | 8.9K | — | — |
| Q4 2025 | $302K | 10.2K | — | — |
| Q4 2025 | $271K | 8.3K | — | — |
| Q4 2025 | $589K | 22.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B