Back to SCHW-PJ
Wealth Group Ltd SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$2.4M
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q3 2025 | $3.5M |
| Q3 2025 | $3.1M |
| Q3 2025 | $2.2M |
| Q4 2025 | $2.9M |
| Q4 2025 | $3.5M |
| Q4 2025 | $3.1M |
| Q4 2025 | $2.1M |
| Q1 2026 | $2.6M |
| Q1 2026 | $3.5M |
| Q1 2026 | $3.2M |
| Q1 2026 | $2.2M |
| Q2 2026 | $3M |
| Q2 2026 | $3.9M |
| Q2 2026 | $3.8M |
| Q2 2026 | $2.7M |
| Q3 2026 | $2.9M |
| Q3 2026 | $4M |
| Q3 2026 | $3.5M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 73.9K | — | — |
| Q3 2026 | $3.5M | 102.2K | — | — |
| Q3 2026 | $4M | 132.9K | — | — |
| Q3 2026 | $2.9M | 98.4K | — | — |
| Q2 2026 | $2.7M | 74.6K | — | — |
| Q2 2026 | $3.8M | 102.2K | — | — |
| Q2 2026 | $3.9M | 133.9K | — | — |
| Q2 2026 | $3M | 102.4K | — | — |
| Q1 2026 | $2.2M | 74.6K | — | — |
| Q1 2026 | $3.2M | 102.4K | — | — |
| Q1 2026 | $3.5M | 135.1K | — | — |
| Q1 2026 | $2.6M | 105.5K | — | — |
| Q4 2025 | $2.1M | 75.0K | — | — |
| Q4 2025 | $3.1M | 102.8K | — | — |
| Q4 2025 | $3.5M | 131.7K | — | — |
| Q4 2025 | $2.9M | 111.1K | — | — |
| Q3 2025 | $2.2M | 77.4K | — | — |
| Q3 2025 | $3.1M | 105.7K | — | — |
| Q3 2025 | $3.5M | 131.1K | — | — |
| Q3 2025 | $3.1M | 120.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B