Back to SCHW-PJ
Wavvest Wealth LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$208K
Q3 2026
Peak value
$3.1M
First seen
Q3 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2026 | $495K |
| Q3 2026 | $3.1M |
| Q3 2026 | $595K |
| Q3 2026 | $531K |
| Q3 2026 | $208K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $208K | 7.6K | — | — |
| Q3 2026 | $531K | 16.9K | — | — |
| Q3 2026 | $595K | 16.6K | — | — |
| Q3 2026 | $3.1M | 104.4K | — | — |
| Q3 2026 | $495K | 16.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Wavvest Wealth LLC positions
IVZ
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JPM-PM
$5.2MJPMORGAN ULTRA-SHORT INCOME ETF
ETHA
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ETHA
$4.3MISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
PPT
$4.1MPUTNAM FOCUSED LARGE CAP VALUE ETF
SPY
$4.1MSTATE STREET SPDR S&P 500 ETF