Back to SCHW-PJ
UNIQUE WEALTH, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
23
Latest value
$569K
Q3 2026
Peak value
$31.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24M |
| Q3 2025 | $2.8M |
| Q3 2025 | $215K |
| Q3 2025 | $221K |
| Q3 2025 | $348K |
| Q4 2025 | $31.2M |
| Q4 2025 | $2.9M |
| Q4 2025 | $218K |
| Q4 2025 | $246K |
| Q4 2025 | $353K |
| Q1 2026 | $27.2M |
| Q1 2026 | $3.7M |
| Q1 2026 | $269K |
| Q1 2026 | $526K |
| Q2 2026 | $28M |
| Q2 2026 | $4.3M |
| Q2 2026 | $203K |
| Q2 2026 | $248K |
| Q2 2026 | $566K |
| Q3 2026 | $26.2M |
| Q3 2026 | $4.2M |
| Q3 2026 | $226K |
| Q3 2026 | $569K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $569K | 17.5K | — | — |
| Q3 2026 | $226K | 6.2K | — | — |
| Q3 2026 | $4.2M | 126.1K | — | — |
| Q3 2026 | $26.2M | 729.0K | — | — |
| Q2 2026 | $566K | 17.9K | — | — |
| Q2 2026 | $248K | 6.9K | — | — |
| Q2 2026 | $203K | 5.5K | — | — |
| Q2 2026 | $4.3M | 123.7K | — | — |
| Q2 2026 | $28M | 826.8K | — | — |
| Q1 2026 | $526K | 17.1K | — | — |
| Q1 2026 | $269K | 8.2K | — | — |
| Q1 2026 | $3.7M | 120.7K | — | — |
| Q1 2026 | $27.2M | 933.0K | — | — |
| Q4 2025 | $353K | 12.9K | — | — |
| Q4 2025 | $246K | 7.5K | — | — |
| Q4 2025 | $218K | 7.2K | — | — |
| Q4 2025 | $2.9M | 96.6K | — | — |
| Q4 2025 | $31.2M | 955.5K | — | — |
| Q3 2025 | $348K | 12.8K | — | — |
| Q3 2025 | $221K | 6.6K | — | — |
| Q3 2025 | $215K | 7.2K | — | — |
| Q3 2025 | $2.8M | 97.8K | — | — |
| Q3 2025 | $24M | 752.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B