Back to SCHW-PJ
Upper Left Wealth Management, LLC → SCHW-PJ
Upper Left Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
36
Latest value
$1.7M
Q3 2026
Peak value
$9.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.5M |
| Q3 2025 | $5M |
| Q3 2025 | $4.8M |
| Q3 2025 | $4.8M |
| Q3 2025 | $3.8M |
| Q3 2025 | $3.9M |
| Q3 2025 | $4.6M |
| Q4 2025 | $4.7M |
| Q4 2025 | $4.8M |
| Q4 2025 | $5.2M |
| Q4 2025 | $5.4M |
| Q4 2025 | $4.2M |
| Q4 2025 | $4.2M |
| Q4 2025 | $4.5M |
| Q1 2026 | $4.7M |
| Q1 2026 | $4.5M |
| Q1 2026 | $5.2M |
| Q1 2026 | $6M |
| Q1 2026 | $4.4M |
| Q1 2026 | $4.4M |
| Q1 2026 | $4.5M |
| Q2 2026 | $5.8M |
| Q2 2026 | $4.8M |
| Q2 2026 | $6.2M |
| Q2 2026 | $6.8M |
| Q2 2026 | $4.7M |
| Q2 2026 | $4.5M |
| Q2 2026 | $4.7M |
| Q3 2026 | $5.4M |
| Q3 2026 | $3.8M |
| Q3 2026 | $5M |
| Q3 2026 | $3.8M |
| Q3 2026 | $3.8M |
| Q3 2026 | $1.2M |
| Q3 2026 | $9.1M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 33.9K | — | — |
| Q3 2026 | $9.1M | 362.2K | — | — |
| Q3 2026 | $1.2M | 51.4K | — | — |
| Q3 2026 | $3.8M | 159.6K | — | — |
| Q3 2026 | $3.8M | 171.0K | — | — |
| Q3 2026 | $5M | 182.1K | — | — |
| Q3 2026 | $3.8M | 105.6K | — | — |
| Q3 2026 | $5.4M | 164.0K | — | — |
| Q2 2026 | $4.7M | 97.5K | — | — |
| Q2 2026 | $4.5M | 170.7K | — | — |
| Q2 2026 | $4.7M | 190.8K | — | — |
| Q2 2026 | $6.8M | 288.3K | — | — |
| Q2 2026 | $6.2M | 225.4K | — | — |
| Q2 2026 | $4.8M | 132.7K | — | — |
| Q2 2026 | $5.8M | 161.5K | — | — |
| Q1 2026 | $4.5M | 95.5K | — | — |
| Q1 2026 | $4.4M | 164.9K | — | — |
| Q1 2026 | $4.4M | 175.9K | — | — |
| Q1 2026 | $6M | 278.6K | — | — |
| Q1 2026 | $5.2M | 212.1K | — | — |
| Q1 2026 | $4.5M | 135.1K | — | — |
| Q1 2026 | $4.7M | 162.6K | — | — |
| Q4 2025 | $4.5M | 98.4K | — | — |
| Q4 2025 | $4.2M | 157.3K | — | — |
| Q4 2025 | $4.2M | 166.8K | — | — |
| Q4 2025 | $5.4M | 258.1K | — | — |
| Q4 2025 | $5.2M | 215.0K | — | — |
| Q4 2025 | $4.8M | 147.7K | — | — |
| Q4 2025 | $4.7M | 165.1K | — | — |
| Q3 2025 | $4.6M | 100.2K | — | — |
| Q3 2025 | $3.9M | 145.3K | — | — |
| Q3 2025 | $3.8M | 151.9K | — | — |
| Q3 2025 | $4.8M | 224.1K | — | — |
| Q3 2025 | $4.8M | 208.1K | — | — |
| Q3 2025 | $5M | 148.5K | — | — |
| Q3 2025 | $4.5M | 162.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B