Back to SCHW-PJ
Wealth Forward, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
24
Latest value
$13.9M
Q3 2026
Peak value
$40.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.3M |
| Q3 2025 | $225K |
| Q3 2025 | $18.1M |
| Q3 2025 | $14.4M |
| Q4 2025 | $6.4M |
| Q4 2025 | $259K |
| Q4 2025 | $18.5M |
| Q4 2025 | $14.9M |
| Q1 2026 | $6.7M |
| Q1 2026 | $345K |
| Q1 2026 | $19.2M |
| Q1 2026 | $15.7M |
| Q2 2026 | $7.1M |
| Q2 2026 | $394K |
| Q2 2026 | $23M |
| Q2 2026 | $19.3M |
| Q2 2026 | $682K |
| Q2 2026 | $687K |
| Q3 2026 | $7.9M |
| Q3 2026 | $10.4M |
| Q3 2026 | $40.4M |
| Q3 2026 | $30.2M |
| Q3 2026 | $13M |
| Q3 2026 | $13.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.9M | 551.4K | — | — |
| Q3 2026 | $13M | 544.7K | — | — |
| Q3 2026 | $30.2M | 960.3K | — | — |
| Q3 2026 | $40.4M | 1.15M | — | — |
| Q3 2026 | $10.4M | 193.5K | — | — |
| Q3 2026 | $7.9M | 189.4K | — | — |
| Q2 2026 | $687K | 25.9K | — | — |
| Q2 2026 | $682K | 28.3K | — | — |
| Q2 2026 | $19.3M | 619.4K | — | — |
| Q2 2026 | $23M | 603.8K | — | — |
| Q2 2026 | $394K | 7.5K | — | — |
| Q2 2026 | $7.1M | 178.4K | — | — |
| Q1 2026 | $15.7M | 561.9K | — | — |
| Q1 2026 | $19.2M | 592.2K | — | — |
| Q1 2026 | $345K | 7.1K | — | — |
| Q1 2026 | $6.7M | 176.3K | — | — |
| Q4 2025 | $14.9M | 548.5K | — | — |
| Q4 2025 | $18.5M | 587.5K | — | — |
| Q4 2025 | $259K | 5.7K | — | — |
| Q4 2025 | $6.4M | 176.3K | — | — |
| Q3 2025 | $14.4M | 546.3K | — | — |
| Q3 2025 | $18.1M | 581.0K | — | — |
| Q3 2025 | $225K | 5.2K | — | — |
| Q3 2025 | $6.3M | 174.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B