Back to SCHW-PJ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SCHW-PJ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
110
Latest value
$7.4M
Q3 2026
Peak value
$921.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $106.1M |
| Q3 2025 | $63.4M |
| Q3 2025 | $514.3M |
| Q3 2025 | $99.2M |
| Q3 2025 | $191.8M |
| Q3 2025 | $170.6M |
| Q3 2025 | $127.3M |
| Q3 2025 | $2.6M |
| Q3 2025 | $75.5M |
| Q3 2025 | $7.8M |
| Q3 2025 | $4.5M |
| Q3 2025 | $775.3M |
| Q3 2025 | $5.9M |
| Q3 2025 | $16.8M |
| Q3 2025 | $315.8M |
| Q3 2025 | $217.1M |
| Q3 2025 | $85.1M |
| Q3 2025 | $6.8M |
| Q3 2025 | $58.2M |
| Q3 2025 | $66.9M |
| Q3 2025 | $57.4M |
| Q3 2025 | $12.1M |
| Q4 2025 | $119.4M |
| Q4 2025 | $74.1M |
| Q4 2025 | $521.8M |
| Q4 2025 | $102.1M |
| Q4 2025 | $194.2M |
| Q4 2025 | $180.5M |
| Q4 2025 | $130.9M |
| Q4 2025 | $2.7M |
| Q4 2025 | $75.8M |
| Q4 2025 | $8.3M |
| Q4 2025 | $5.1M |
| Q4 2025 | $855.8M |
| Q4 2025 | $5.8M |
| Q4 2025 | $15.5M |
| Q4 2025 | $216.1M |
| Q4 2025 | $229.8M |
| Q4 2025 | $92.5M |
| Q4 2025 | $6.4M |
| Q4 2025 | $67.3M |
| Q4 2025 | $77.5M |
| Q4 2025 | $68.2M |
| Q4 2025 | $12.2M |
| Q1 2026 | $64.6M |
| Q1 2026 | $56.8M |
| Q1 2026 | $284.7M |
| Q1 2026 | $54.4M |
| Q1 2026 | $117M |
| Q1 2026 | $107.3M |
| Q1 2026 | $79.4M |
| Q1 2026 | $2.3M |
| Q1 2026 | $42.3M |
| Q1 2026 | $4M |
| Q1 2026 | $5.4M |
| Q1 2026 | $707.7M |
| Q1 2026 | $2.8M |
| Q1 2026 | $8.5M |
| Q1 2026 | $150.9M |
| Q1 2026 | $140.1M |
| Q1 2026 | $50.9M |
| Q1 2026 | $4.7M |
| Q1 2026 | $64.2M |
| Q1 2026 | $82.5M |
| Q1 2026 | $45.2M |
| Q1 2026 | $7.5M |
| Q2 2026 | $74M |
| Q2 2026 | $70.6M |
| Q2 2026 | $334M |
| Q2 2026 | $65.6M |
| Q2 2026 | $128.2M |
| Q2 2026 | $118.7M |
| Q2 2026 | $97.4M |
| Q2 2026 | $2.3M |
| Q2 2026 | $47M |
| Q2 2026 | $3.8M |
| Q2 2026 | $5.3M |
| Q2 2026 | $858.6M |
| Q2 2026 | $3.4M |
| Q2 2026 | $13.8M |
| Q2 2026 | $154.8M |
| Q2 2026 | $152.6M |
| Q2 2026 | $49.8M |
| Q2 2026 | $4.8M |
| Q2 2026 | $74.7M |
| Q2 2026 | $98.6M |
| Q2 2026 | $50M |
| Q2 2026 | $7.3M |
| Q3 2026 | $72M |
| Q3 2026 | $77.1M |
| Q3 2026 | $346.8M |
| Q3 2026 | $72.6M |
| Q3 2026 | $124.5M |
| Q3 2026 | $118.5M |
| Q3 2026 | $92M |
| Q3 2026 | $2.3M |
| Q3 2026 | $48.6M |
| Q3 2026 | $3.9M |
| Q3 2026 | $6M |
| Q3 2026 | $921.3M |
| Q3 2026 | $3.3M |
| Q3 2026 | $15.7M |
| Q3 2026 | $175.9M |
| Q3 2026 | $152.1M |
| Q3 2026 | $50.1M |
| Q3 2026 | $4.6M |
| Q3 2026 | $79M |
| Q3 2026 | $106.9M |
| Q3 2026 | $54.3M |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 171.5K | — | — |
| Q3 2026 | $54.3M | 2.17M | — | — |
| Q3 2026 | $106.9M | 4.48M | — | — |
| Q3 2026 | $79M | 3.33M | — | — |
| Q3 2026 | $4.6M | 208.3K | — | — |
| Q3 2026 | $50.1M | 2.27M | — | — |
| Q3 2026 | $152.1M | 5.62M | — | — |
| Q3 2026 | $175.9M | 5.34M | — | — |
| Q3 2026 | $15.7M | 488.4K | — | — |
| Q3 2026 | $3.3M | 92.1K | — | — |
| Q3 2026 | $921.3M | 17.51M | — | — |
| Q3 2026 | $6M | 143.0K | — | — |
| Q3 2026 | $3.9M | 162.2K | — | — |
| Q3 2026 | $48.6M | 1.36M | — | — |
| Q3 2026 | $2.3M | 84.1K | — | — |
| Q3 2026 | $92M | 2.82M | — | — |
| Q3 2026 | $118.5M | 3.44M | — | — |
| Q3 2026 | $124.5M | 3.68M | — | — |
| Q3 2026 | $72.6M | 1.99M | — | — |
| Q3 2026 | $346.8M | 11.38M | — | — |
| Q3 2026 | $77.1M | 2.67M | — | — |
| Q3 2026 | $72M | 760.2K | — | — |
| Q2 2026 | $7.3M | 171.3K | — | — |
| Q2 2026 | $50M | 1.92M | — | — |
| Q2 2026 | $98.6M | 4.10M | — | — |
| Q2 2026 | $74.7M | 3.05M | — | — |
| Q2 2026 | $4.8M | 201.7K | — | — |
| Q2 2026 | $49.8M | 2.17M | — | — |
| Q2 2026 | $152.6M | 5.54M | — | — |
| Q2 2026 | $154.8M | 4.81M | — | — |
| Q2 2026 | $13.8M | 440.1K | — | — |
| Q2 2026 | $3.4M | 89.6K | — | — |
| Q2 2026 | $858.6M | 16.41M | — | — |
| Q2 2026 | $5.3M | 131.0K | — | — |
| Q2 2026 | $3.8M | 154.9K | — | — |
| Q2 2026 | $47M | 1.31M | — | — |
| Q2 2026 | $2.3M | 81.7K | — | — |
| Q2 2026 | $97.4M | 2.79M | — | — |
| Q2 2026 | $118.7M | 3.32M | — | — |
| Q2 2026 | $128.2M | 3.73M | — | — |
| Q2 2026 | $65.6M | 1.89M | — | — |
| Q2 2026 | $334M | 11.23M | — | — |
| Q2 2026 | $70.6M | 2.50M | — | — |
| Q2 2026 | $74M | 732.8K | — | — |
| Q1 2026 | $7.5M | 178.4K | — | — |
| Q1 2026 | $45.2M | 1.71M | — | — |
| Q1 2026 | $82.5M | 3.41M | — | — |
| Q1 2026 | $64.2M | 2.58M | — | — |
| Q1 2026 | $4.7M | 215.0K | — | — |
| Q1 2026 | $50.9M | 2.19M | — | — |
| Q1 2026 | $140.1M | 5.61M | — | — |
| Q1 2026 | $150.9M | 4.98M | — | — |
| Q1 2026 | $8.5M | 302.1K | — | — |
| Q1 2026 | $2.8M | 84.4K | — | — |
| Q1 2026 | $707.7M | 14.59M | — | — |
| Q1 2026 | $5.4M | 141.2K | — | — |
| Q1 2026 | $4M | 160.8K | — | — |
| Q1 2026 | $42.3M | 1.29M | — | — |
| Q1 2026 | $2.3M | 73.3K | — | — |
| Q1 2026 | $79.4M | 2.69M | — | — |
| Q1 2026 | $107.3M | 3.42M | — | — |
| Q1 2026 | $117M | 3.81M | — | — |
| Q1 2026 | $54.4M | 1.85M | — | — |
| Q1 2026 | $284.7M | 11.01M | — | — |
| Q1 2026 | $56.8M | 2.32M | — | — |
| Q1 2026 | $64.6M | 705.1K | — | — |
| Q4 2025 | $12.2M | 261.8K | — | — |
| Q4 2025 | $68.2M | 2.57M | — | — |
| Q4 2025 | $77.5M | 3.18M | — | — |
| Q4 2025 | $67.3M | 2.68M | — | — |
| Q4 2025 | $6.4M | 305.8K | — | — |
| Q4 2025 | $92.5M | 3.95M | — | — |
| Q4 2025 | $229.8M | 9.29M | — | — |
| Q4 2025 | $216.1M | 7.69M | — | — |
| Q4 2025 | $15.5M | 556.7K | — | — |
| Q4 2025 | $5.8M | 176.9K | — | — |
| Q4 2025 | $855.8M | 18.46M | — | — |
| Q4 2025 | $5.1M | 136.1K | — | — |
| Q4 2025 | $8.3M | 331.3K | — | — |
| Q4 2025 | $75.8M | 2.23M | — | — |
| Q4 2025 | $2.7M | 90.3K | — | — |
| Q4 2025 | $130.9M | 4.41M | — | — |
| Q4 2025 | $180.5M | 5.75M | — | — |
| Q4 2025 | $194.2M | 6.37M | — | — |
| Q4 2025 | $102.1M | 3.11M | — | — |
| Q4 2025 | $521.8M | 19.09M | — | — |
| Q4 2025 | $74.1M | 2.78M | — | — |
| Q4 2025 | $119.4M | 1.15M | — | — |
| Q3 2025 | $12.1M | 264.1K | — | — |
| Q3 2025 | $57.4M | 2.13M | — | — |
| Q3 2025 | $66.9M | 2.74M | — | — |
| Q3 2025 | $58.2M | 2.32M | — | — |
| Q3 2025 | $6.8M | 320.9K | — | — |
| Q3 2025 | $85.1M | 3.63M | — | — |
| Q3 2025 | $217.1M | 9.21M | — | — |
| Q3 2025 | $315.8M | 11.58M | — | — |
| Q3 2025 | $16.8M | 634.8K | — | — |
| Q3 2025 | $5.9M | 189.5K | — | — |
| Q3 2025 | $775.3M | 17.83M | — | — |
| Q3 2025 | $4.5M | 124.9K | — | — |
| Q3 2025 | $7.8M | 315.1K | — | — |
| Q3 2025 | $75.5M | 2.24M | — | — |
| Q3 2025 | $2.6M | 91.5K | — | — |
| Q3 2025 | $127.3M | 4.55M | — | — |
| Q3 2025 | $170.6M | 5.73M | — | — |
| Q3 2025 | $191.8M | 6.58M | — | — |
| Q3 2025 | $99.2M | 3.08M | — | — |
| Q3 2025 | $514.3M | 19.42M | — | — |
| Q3 2025 | $63.4M | 2.46M | — | — |
| Q3 2025 | $106.1M | 1.13M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B