Back to SCHW-PJ
WEALTHCARE CAPITAL MANAGEMENT LLC → SCHW-PJ
WEALTHCARE CAPITAL MANAGEMENT LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$11M
Q3 2026
Peak value
$11.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $796K |
| Q3 2025 | $1.2M |
| Q3 2025 | $910K |
| Q3 2025 | $475K |
| Q3 2025 | $10.3M |
| Q4 2025 | $812K |
| Q4 2025 | $226K |
| Q4 2025 | $638K |
| Q4 2025 | $490K |
| Q4 2025 | $10.5M |
| Q1 2026 | $777K |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.3M |
| Q1 2026 | $505K |
| Q1 2026 | $11.4M |
| Q2 2026 | $896K |
| Q2 2026 | $238K |
| Q2 2026 | $3.1M |
| Q2 2026 | $565K |
| Q2 2026 | $11.4M |
| Q3 2026 | $907K |
| Q3 2026 | $239K |
| Q3 2026 | $2.8M |
| Q3 2026 | $560K |
| Q3 2026 | $11M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11M | 439.4K | — | — |
| Q3 2026 | $560K | 20.4K | — | — |
| Q3 2026 | $2.8M | 87.4K | — | — |
| Q3 2026 | $239K | 8.0K | — | — |
| Q3 2026 | $907K | 31.0K | — | — |
| Q2 2026 | $11.4M | 432.0K | — | — |
| Q2 2026 | $565K | 20.4K | — | — |
| Q2 2026 | $3.1M | 96.3K | — | — |
| Q2 2026 | $238K | 8.1K | — | — |
| Q2 2026 | $896K | 31.0K | — | — |
| Q1 2026 | $11.4M | 430.2K | — | — |
| Q1 2026 | $505K | 20.4K | — | — |
| Q1 2026 | $2.3M | 75.3K | — | — |
| Q1 2026 | $1.2M | 45.7K | — | — |
| Q1 2026 | $777K | 31.0K | — | — |
| Q4 2025 | $10.5M | 395.6K | — | — |
| Q4 2025 | $490K | 20.4K | — | — |
| Q4 2025 | $638K | 23.2K | — | — |
| Q4 2025 | $226K | 8.4K | — | — |
| Q4 2025 | $812K | 31.0K | — | — |
| Q3 2025 | $10.3M | 381.4K | — | — |
| Q3 2025 | $475K | 20.4K | — | — |
| Q3 2025 | $910K | 33.3K | — | — |
| Q3 2025 | $1.2M | 45.7K | — | — |
| Q3 2025 | $796K | 31.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B