Back to SCHW-PJ
VCI Wealth Management LLC → SCHW-PJ
VCI Wealth Management LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$9.2M
Q3 2026
Peak value
$10.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $419K |
| Q4 2025 | $9.3M |
| Q1 2026 | $462K |
| Q1 2026 | $10.4M |
| Q2 2026 | $2.4M |
| Q2 2026 | $502K |
| Q2 2026 | $10.3M |
| Q3 2026 | $2.2M |
| Q3 2026 | $601K |
| Q3 2026 | $9.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.2M | 365.3K | — | — |
| Q3 2026 | $601K | 21.9K | — | — |
| Q3 2026 | $2.2M | 22.4K | — | — |
| Q2 2026 | $10.3M | 388.9K | — | — |
| Q2 2026 | $502K | 18.1K | — | — |
| Q2 2026 | $2.4M | 25.5K | — | — |
| Q1 2026 | $10.4M | 391.5K | — | — |
| Q1 2026 | $462K | 18.7K | — | — |
| Q4 2025 | $9.3M | 352.0K | — | — |
| Q4 2025 | $419K | 17.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B