Back to SCHW-PJ
Waterfront Wealth Inc. → SCHW-PJ
Waterfront Wealth Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
46
Latest value
$300K
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $464K |
| Q3 2025 | $286K |
| Q3 2025 | $2.6M |
| Q3 2025 | $507K |
| Q3 2025 | $203K |
| Q3 2025 | $330K |
| Q3 2025 | $3.9M |
| Q3 2025 | $2.6M |
| Q3 2025 | $344K |
| Q3 2025 | $292K |
| Q4 2025 | $506K |
| Q4 2025 | $304K |
| Q4 2025 | $2.9M |
| Q4 2025 | $549K |
| Q4 2025 | $354K |
| Q4 2025 | $4.5M |
| Q4 2025 | $3M |
| Q4 2025 | $359K |
| Q4 2025 | $297K |
| Q1 2026 | $454K |
| Q1 2026 | $300K |
| Q1 2026 | $3.2M |
| Q1 2026 | $520K |
| Q1 2026 | $350K |
| Q1 2026 | $5.6M |
| Q1 2026 | $3.7M |
| Q1 2026 | $362K |
| Q1 2026 | $275K |
| Q2 2026 | $518K |
| Q2 2026 | $339K |
| Q2 2026 | $3.8M |
| Q2 2026 | $625K |
| Q2 2026 | $373K |
| Q2 2026 | $6.5M |
| Q2 2026 | $4.5M |
| Q2 2026 | $449K |
| Q2 2026 | $306K |
| Q3 2026 | $517K |
| Q3 2026 | $334K |
| Q3 2026 | $3.9M |
| Q3 2026 | $583K |
| Q3 2026 | $392K |
| Q3 2026 | $7M |
| Q3 2026 | $4.5M |
| Q3 2026 | $419K |
| Q3 2026 | $300K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $300K | 11.1K | — | — |
| Q3 2026 | $419K | 12.1K | — | — |
| Q3 2026 | $4.5M | 127.1K | — | — |
| Q3 2026 | $7M | 129.4K | — | — |
| Q3 2026 | $392K | 9.2K | — | — |
| Q3 2026 | $583K | 17.9K | — | — |
| Q3 2026 | $3.9M | 111.6K | — | — |
| Q3 2026 | $334K | 9.7K | — | — |
| Q3 2026 | $517K | 14.6K | — | — |
| Q2 2026 | $306K | 11.1K | — | — |
| Q2 2026 | $449K | 13.9K | — | — |
| Q2 2026 | $4.5M | 120.6K | — | — |
| Q2 2026 | $6.5M | 123.1K | — | — |
| Q2 2026 | $373K | 9.2K | — | — |
| Q2 2026 | $625K | 17.9K | — | — |
| Q2 2026 | $3.8M | 107.0K | — | — |
| Q2 2026 | $339K | 9.8K | — | — |
| Q2 2026 | $518K | 15.0K | — | — |
| Q1 2026 | $275K | 11.1K | — | — |
| Q1 2026 | $362K | 11.8K | — | — |
| Q1 2026 | $3.7M | 113.1K | — | — |
| Q1 2026 | $5.6M | 115.4K | — | — |
| Q1 2026 | $350K | 9.2K | — | — |
| Q1 2026 | $520K | 17.9K | — | — |
| Q1 2026 | $3.2M | 102.0K | — | — |
| Q1 2026 | $300K | 9.8K | — | — |
| Q1 2026 | $454K | 15.6K | — | — |
| Q4 2025 | $297K | 11.6K | — | — |
| Q4 2025 | $359K | 12.3K | — | — |
| Q4 2025 | $3M | 89.6K | — | — |
| Q4 2025 | $4.5M | 93.9K | — | — |
| Q4 2025 | $354K | 9.1K | — | — |
| Q4 2025 | $549K | 18.0K | — | — |
| Q4 2025 | $2.9M | 91.0K | — | — |
| Q4 2025 | $304K | 9.8K | — | — |
| Q4 2025 | $506K | 15.6K | — | — |
| Q3 2025 | $292K | 12.4K | — | — |
| Q3 2025 | $344K | 12.7K | — | — |
| Q3 2025 | $2.6M | 84.9K | — | — |
| Q3 2025 | $3.9M | 89.9K | — | — |
| Q3 2025 | $330K | 9.1K | — | — |
| Q3 2025 | $203K | 6.1K | — | — |
| Q3 2025 | $507K | 18.1K | — | — |
| Q3 2025 | $2.6M | 88.1K | — | — |
| Q3 2025 | $286K | 9.8K | — | — |
| Q3 2025 | $464K | 14.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B