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Vigilare Wealth Management → SCHW-PJ
Vigilare Wealth Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
11
Latest value
$6.3M
Q3 2026
Peak value
$6.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $969K |
| Q4 2025 | $281K |
| Q4 2025 | $741K |
| Q1 2026 | $692K |
| Q1 2026 | $269K |
| Q2 2026 | $674K |
| Q2 2026 | $322K |
| Q2 2026 | $6.3M |
| Q3 2026 | $611K |
| Q3 2026 | $326K |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 194.2K | — | — |
| Q3 2026 | $326K | 11.1K | — | — |
| Q3 2026 | $611K | 6.3K | — | — |
| Q2 2026 | $6.3M | 197.1K | — | — |
| Q2 2026 | $322K | 11.1K | — | — |
| Q2 2026 | $674K | 7.3K | — | — |
| Q1 2026 | $269K | 10.7K | — | — |
| Q1 2026 | $692K | 7.4K | — | — |
| Q4 2025 | $741K | 26.0K | — | — |
| Q4 2025 | $281K | 10.7K | — | — |
| Q4 2025 | $969K | 9.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Vigilare Wealth Management positions
ETHA
$89.7MISHARES 0-3 MONTH TREASURY BOND ETF
ETHA
$72.6MISHARES 0-3 MONTH TREASURY BOND ETF
ETHA
$47.5MISHARES 0-3 MONTH TREASURY BOND ETF
PDI
$35.7MPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
STT-PG
$24.2MSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ETHA
$22.2MISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
VGES
$22MVANGUARD TOTAL BOND MARKET ETF
PDI
$21.4MPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND