Back to SCHW-PJ
Wealth Enhancement Trust Services, Inc. → SCHW-PJ
Wealth Enhancement Trust Services, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
106
Latest value
$638K
Q3 2026
Peak value
$9.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7K |
| Q4 2025 | $1.3M |
| Q4 2025 | $204K |
| Q4 2025 | $9.6M |
| Q4 2025 | $2.3M |
| Q4 2025 | $15K |
| Q4 2025 | $22K |
| Q4 2025 | $270K |
| Q4 2025 | $6.6M |
| Q4 2025 | $228K |
| Q4 2025 | $3.2M |
| Q4 2025 | $86K |
| Q4 2025 | $966K |
| Q4 2025 | $365K |
| Q4 2025 | $160K |
| Q4 2025 | $519K |
| Q4 2025 | $121K |
| Q4 2025 | $181K |
| Q4 2025 | $72K |
| Q4 2025 | $50K |
| Q4 2025 | $34K |
| Q1 2026 | $7K |
| Q1 2026 | $1.2M |
| Q1 2026 | $194K |
| Q1 2026 | $9.2M |
| Q1 2026 | $2M |
| Q1 2026 | $16K |
| Q1 2026 | $23K |
| Q1 2026 | $278K |
| Q1 2026 | $6.7M |
| Q1 2026 | $233K |
| Q1 2026 | $2.5M |
| Q1 2026 | $87K |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.5M |
| Q1 2026 | $185K |
| Q1 2026 | $580K |
| Q1 2026 | $125K |
| Q1 2026 | $185K |
| Q1 2026 | $71K |
| Q1 2026 | $50K |
| Q1 2026 | $178K |
| Q2 2026 | $7K |
| Q2 2026 | $1.3M |
| Q2 2026 | $30K |
| Q2 2026 | $948K |
| Q2 2026 | $204K |
| Q2 2026 | $9.6M |
| Q2 2026 | $195K |
| Q2 2026 | $9.7M |
| Q2 2026 | $2.3M |
| Q2 2026 | $2.4M |
| Q2 2026 | $15K |
| Q2 2026 | $22K |
| Q2 2026 | $18K |
| Q2 2026 | $26K |
| Q2 2026 | $270K |
| Q2 2026 | $6.6M |
| Q2 2026 | $331K |
| Q2 2026 | $7.8M |
| Q2 2026 | $228K |
| Q2 2026 | $3.2M |
| Q2 2026 | $290K |
| Q2 2026 | $3M |
| Q2 2026 | $86K |
| Q2 2026 | $95K |
| Q2 2026 | $966K |
| Q2 2026 | $365K |
| Q2 2026 | $1.4M |
| Q2 2026 | $3M |
| Q2 2026 | $160K |
| Q2 2026 | $519K |
| Q2 2026 | $264K |
| Q2 2026 | $603K |
| Q2 2026 | $121K |
| Q2 2026 | $181K |
| Q2 2026 | $139K |
| Q2 2026 | $218K |
| Q2 2026 | $72K |
| Q2 2026 | $71K |
| Q2 2026 | $50K |
| Q2 2026 | $34K |
| Q2 2026 | $50K |
| Q2 2026 | $218K |
| Q3 2026 | $7K |
| Q3 2026 | $955K |
| Q3 2026 | $199K |
| Q3 2026 | $9.6M |
| Q3 2026 | $47K |
| Q3 2026 | $2.5M |
| Q3 2026 | $17K |
| Q3 2026 | $25K |
| Q3 2026 | $306K |
| Q3 2026 | $7.1M |
| Q3 2026 | $303K |
| Q3 2026 | $2.8M |
| Q3 2026 | $1.5M |
| Q3 2026 | $5.4M |
| Q3 2026 | $272K |
| Q3 2026 | $619K |
| Q3 2026 | $138K |
| Q3 2026 | $209K |
| Q3 2026 | $59K |
| Q3 2026 | $73K |
| Q3 2026 | $47K |
| Q3 2026 | $638K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $638K | 25.4K | — | — |
| Q3 2026 | $47K | 1.9K | — | — |
| Q3 2026 | $73K | 3.3K | — | — |
| Q3 2026 | $59K | 2.7K | — | — |
| Q3 2026 | $209K | 7.6K | — | — |
| Q3 2026 | $138K | 5.0K | — | — |
| Q3 2026 | $619K | 19.0K | — | — |
| Q3 2026 | $272K | 8.4K | — | — |
| Q3 2026 | $5.4M | 99.6K | — | — |
| Q3 2026 | $1.5M | 27.2K | — | — |
| Q3 2026 | $2.8M | 85.0K | — | — |
| Q3 2026 | $303K | 9.3K | — | — |
| Q3 2026 | $7.1M | 208.6K | — | — |
| Q3 2026 | $306K | 9.0K | — | — |
| Q3 2026 | $25K | 750 | — | — |
| Q3 2026 | $17K | 513 | — | — |
| Q3 2026 | $2.5M | 69.5K | — | — |
| Q3 2026 | $47K | 1.3K | — | — |
| Q3 2026 | $9.6M | 321.6K | — | — |
| Q3 2026 | $199K | 6.6K | — | — |
| Q3 2026 | $955K | 9.8K | — | — |
| Q3 2026 | $7K | 71 | — | — |
| Q2 2026 | $218K | 8.2K | — | — |
| Q2 2026 | $50K | 1.9K | — | — |
| Q2 2026 | $34K | 1.3K | — | — |
| Q2 2026 | $50K | 1.9K | — | — |
| Q2 2026 | $71K | 3.1K | — | — |
| Q2 2026 | $72K | 3.1K | — | — |
| Q2 2026 | $218K | 7.9K | — | — |
| Q2 2026 | $139K | 5.0K | — | — |
| Q2 2026 | $181K | 7.5K | — | — |
| Q2 2026 | $121K | 5.0K | — | — |
| Q2 2026 | $603K | 19.0K | — | — |
| Q2 2026 | $264K | 8.3K | — | — |
| Q2 2026 | $519K | 18.9K | — | — |
| Q2 2026 | $160K | 5.8K | — | — |
| Q2 2026 | $3M | 56.9K | — | — |
| Q2 2026 | $1.4M | 25.6K | — | — |
| Q2 2026 | $365K | 8.1K | — | — |
| Q2 2026 | $966K | 21.4K | — | — |
| Q2 2026 | $95K | 2.6K | — | — |
| Q2 2026 | $86K | 2.6K | — | — |
| Q2 2026 | $3M | 84.2K | — | — |
| Q2 2026 | $290K | 8.0K | — | — |
| Q2 2026 | $3.2M | 112.6K | — | — |
| Q2 2026 | $228K | 8.0K | — | — |
| Q2 2026 | $7.8M | 212.8K | — | — |
| Q2 2026 | $331K | 9.0K | — | — |
| Q2 2026 | $6.6M | 219.5K | — | — |
| Q2 2026 | $270K | 9.0K | — | — |
| Q2 2026 | $26K | 750 | — | — |
| Q2 2026 | $18K | 513 | — | — |
| Q2 2026 | $22K | 750 | — | — |
| Q2 2026 | $15K | 513 | — | — |
| Q2 2026 | $2.4M | 69.5K | — | — |
| Q2 2026 | $2.3M | 69.5K | — | — |
| Q2 2026 | $9.7M | 331.1K | — | — |
| Q2 2026 | $195K | 6.6K | — | — |
| Q2 2026 | $9.6M | 355.3K | — | — |
| Q2 2026 | $204K | 7.6K | — | — |
| Q2 2026 | $948K | 10.3K | — | — |
| Q2 2026 | $30K | 321 | — | — |
| Q2 2026 | $1.3M | 13.1K | — | — |
| Q2 2026 | $7K | 71 | — | — |
| Q1 2026 | $178K | 6.7K | — | — |
| Q1 2026 | $50K | 1.9K | — | — |
| Q1 2026 | $71K | 3.1K | — | — |
| Q1 2026 | $185K | 7.5K | — | — |
| Q1 2026 | $125K | 5.0K | — | — |
| Q1 2026 | $580K | 18.9K | — | — |
| Q1 2026 | $185K | 6.0K | — | — |
| Q1 2026 | $1.5M | 31.2K | — | — |
| Q1 2026 | $1.3M | 26.0K | — | — |
| Q1 2026 | $87K | 2.6K | — | — |
| Q1 2026 | $2.5M | 87.1K | — | — |
| Q1 2026 | $233K | 8.0K | — | — |
| Q1 2026 | $6.7M | 217.6K | — | — |
| Q1 2026 | $278K | 9.0K | — | — |
| Q1 2026 | $23K | 750 | — | — |
| Q1 2026 | $16K | 513 | — | — |
| Q1 2026 | $2M | 69.5K | — | — |
| Q1 2026 | $9.2M | 359.0K | — | — |
| Q1 2026 | $194K | 7.6K | — | — |
| Q1 2026 | $1.2M | 13.1K | — | — |
| Q1 2026 | $7K | 71 | — | — |
| Q4 2025 | $34K | 1.3K | — | — |
| Q4 2025 | $50K | 1.9K | — | — |
| Q4 2025 | $72K | 3.1K | — | — |
| Q4 2025 | $181K | 7.5K | — | — |
| Q4 2025 | $121K | 5.0K | — | — |
| Q4 2025 | $519K | 18.9K | — | — |
| Q4 2025 | $160K | 5.8K | — | — |
| Q4 2025 | $365K | 8.1K | — | — |
| Q4 2025 | $966K | 21.4K | — | — |
| Q4 2025 | $86K | 2.6K | — | — |
| Q4 2025 | $3.2M | 112.6K | — | — |
| Q4 2025 | $228K | 8.0K | — | — |
| Q4 2025 | $6.6M | 219.5K | — | — |
| Q4 2025 | $270K | 9.0K | — | — |
| Q4 2025 | $22K | 750 | — | — |
| Q4 2025 | $15K | 513 | — | — |
| Q4 2025 | $2.3M | 69.5K | — | — |
| Q4 2025 | $9.6M | 355.3K | — | — |
| Q4 2025 | $204K | 7.6K | — | — |
| Q4 2025 | $1.3M | 13.1K | — | — |
| Q4 2025 | $7K | 71 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B