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Walkner Condon Financial Advisors LLC → SCHW-PJ
Walkner Condon Financial Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
64
Latest value
$1.7M
Q3 2026
Peak value
$11.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $612K |
| Q4 2025 | $8.7M |
| Q4 2025 | $297K |
| Q4 2025 | $348K |
| Q4 2025 | $2.3M |
| Q4 2025 | $656K |
| Q4 2025 | $718K |
| Q4 2025 | $372K |
| Q4 2025 | $1.1M |
| Q4 2025 | $377K |
| Q4 2025 | $670K |
| Q4 2025 | $10.9M |
| Q4 2025 | $1.8M |
| Q4 2025 | $451K |
| Q4 2025 | $1.6M |
| Q1 2026 | $630K |
| Q1 2026 | $8.6M |
| Q1 2026 | $272K |
| Q1 2026 | $203K |
| Q1 2026 | $356K |
| Q1 2026 | $2.5M |
| Q1 2026 | $667K |
| Q1 2026 | $764K |
| Q1 2026 | $361K |
| Q1 2026 | $1.1M |
| Q1 2026 | $372K |
| Q1 2026 | $687K |
| Q1 2026 | $11.3M |
| Q1 2026 | $1.9M |
| Q1 2026 | $453K |
| Q1 2026 | $1.6M |
| Q2 2026 | $728K |
| Q2 2026 | $10.4M |
| Q2 2026 | $317K |
| Q2 2026 | $231K |
| Q2 2026 | $535K |
| Q2 2026 | $2.9M |
| Q2 2026 | $664K |
| Q2 2026 | $733K |
| Q2 2026 | $355K |
| Q2 2026 | $1.1M |
| Q2 2026 | $419K |
| Q2 2026 | $766K |
| Q2 2026 | $11.1M |
| Q2 2026 | $1.8M |
| Q2 2026 | $451K |
| Q2 2026 | $1.7M |
| Q3 2026 | $216K |
| Q3 2026 | $733K |
| Q3 2026 | $10.7M |
| Q3 2026 | $333K |
| Q3 2026 | $213K |
| Q3 2026 | $447K |
| Q3 2026 | $2.8M |
| Q3 2026 | $660K |
| Q3 2026 | $746K |
| Q3 2026 | $360K |
| Q3 2026 | $1.1M |
| Q3 2026 | $422K |
| Q3 2026 | $700K |
| Q3 2026 | $10.6M |
| Q3 2026 | $1.8M |
| Q3 2026 | $501K |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 34.8K | — | — |
| Q3 2026 | $501K | 20.0K | — | — |
| Q3 2026 | $1.8M | 75.1K | — | — |
| Q3 2026 | $10.6M | 446.0K | — | — |
| Q3 2026 | $700K | 31.8K | — | — |
| Q3 2026 | $422K | 15.4K | — | — |
| Q3 2026 | $1.1M | 34.8K | — | — |
| Q3 2026 | $360K | 11.4K | — | — |
| Q3 2026 | $746K | 13.9K | — | — |
| Q3 2026 | $660K | 15.8K | — | — |
| Q3 2026 | $2.8M | 78.0K | — | — |
| Q3 2026 | $447K | 13.7K | — | — |
| Q3 2026 | $213K | 6.3K | — | — |
| Q3 2026 | $333K | 9.3K | — | — |
| Q3 2026 | $10.7M | 358.3K | — | — |
| Q3 2026 | $733K | 25.0K | — | — |
| Q3 2026 | $216K | 2.2K | — | — |
| Q2 2026 | $1.7M | 34.6K | — | — |
| Q2 2026 | $451K | 17.0K | — | — |
| Q2 2026 | $1.8M | 74.6K | — | — |
| Q2 2026 | $11.1M | 450.2K | — | — |
| Q2 2026 | $766K | 32.4K | — | — |
| Q2 2026 | $419K | 15.1K | — | — |
| Q2 2026 | $1.1M | 34.5K | — | — |
| Q2 2026 | $355K | 11.4K | — | — |
| Q2 2026 | $733K | 13.9K | — | — |
| Q2 2026 | $664K | 16.7K | — | — |
| Q2 2026 | $2.9M | 81.3K | — | — |
| Q2 2026 | $535K | 14.8K | — | — |
| Q2 2026 | $231K | 6.3K | — | — |
| Q2 2026 | $317K | 9.4K | — | — |
| Q2 2026 | $10.4M | 353.6K | — | — |
| Q2 2026 | $728K | 25.1K | — | — |
| Q1 2026 | $1.6M | 34.5K | — | — |
| Q1 2026 | $453K | 17.0K | — | — |
| Q1 2026 | $1.9M | 76.9K | — | — |
| Q1 2026 | $11.3M | 452.4K | — | — |
| Q1 2026 | $687K | 32.0K | — | — |
| Q1 2026 | $372K | 15.0K | — | — |
| Q1 2026 | $1.1M | 34.9K | — | — |
| Q1 2026 | $361K | 13.0K | — | — |
| Q1 2026 | $764K | 15.6K | — | — |
| Q1 2026 | $667K | 17.4K | — | — |
| Q1 2026 | $2.5M | 75.7K | — | — |
| Q1 2026 | $356K | 12.3K | — | — |
| Q1 2026 | $203K | 6.6K | — | — |
| Q1 2026 | $272K | 9.3K | — | — |
| Q1 2026 | $8.6M | 336.1K | — | — |
| Q1 2026 | $630K | 25.1K | — | — |
| Q4 2025 | $1.6M | 35.0K | — | — |
| Q4 2025 | $451K | 17.0K | — | — |
| Q4 2025 | $1.8M | 75.1K | — | — |
| Q4 2025 | $10.9M | 433.2K | — | — |
| Q4 2025 | $670K | 32.1K | — | — |
| Q4 2025 | $377K | 15.7K | — | — |
| Q4 2025 | $1.1M | 38.9K | — | — |
| Q4 2025 | $372K | 13.7K | — | — |
| Q4 2025 | $718K | 15.9K | — | — |
| Q4 2025 | $656K | 18.2K | — | — |
| Q4 2025 | $2.3M | 71.4K | — | — |
| Q4 2025 | $348K | 12.2K | — | — |
| Q4 2025 | $297K | 9.1K | — | — |
| Q4 2025 | $8.7M | 322.5K | — | — |
| Q4 2025 | $612K | 23.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B