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TSA Wealth Managment LLC → SCHW-PJ
TSA Wealth Managment LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$25.1M
Q3 2026
Peak value
$25.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $21.7M |
| Q4 2025 | $21.9M |
| Q1 2026 | $22.2M |
| Q2 2026 | $23.7M |
| Q3 2026 | $25.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $25.1M | 1.14M | — | — |
| Q2 2026 | $23.7M | 1.02M | — | — |
| Q1 2026 | $22.2M | 958.0K | — | — |
| Q4 2025 | $21.9M | 938.7K | — | — |
| Q3 2025 | $21.7M | 923.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B