Back to SCHW-PJ
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → SCHW-PJ
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$15.3M
Q3 2026
Peak value
$15.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.3M |
| Q4 2025 | $12.5M |
| Q1 2026 | $14.2M |
| Q2 2026 | $14.9M |
| Q3 2026 | $15.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.3M | 471.8K | — | — |
| Q2 2026 | $14.9M | 468.3K | — | — |
| Q1 2026 | $14.2M | 462.2K | — | — |
| Q4 2025 | $12.5M | 453.9K | — | — |
| Q3 2025 | $12.3M | 449.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B