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Wealthcare Capital Partners, LLC → SCHW-PJ
Wealthcare Capital Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
13
Latest value
$6.6M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $213K |
| Q3 2025 | $289K |
| Q3 2025 | $6.7M |
| Q4 2025 | $244K |
| Q4 2025 | $6.7M |
| Q1 2026 | $243K |
| Q1 2026 | $6.7M |
| Q2 2026 | $847K |
| Q2 2026 | $522K |
| Q2 2026 | $241K |
| Q2 2026 | $6.8M |
| Q3 2026 | $306K |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 260.9K | — | — |
| Q3 2026 | $306K | 10.2K | — | — |
| Q2 2026 | $6.8M | 257.0K | — | — |
| Q2 2026 | $241K | 10.0K | — | — |
| Q2 2026 | $522K | 14.1K | — | — |
| Q2 2026 | $847K | 28.8K | — | — |
| Q1 2026 | $6.7M | 250.0K | — | — |
| Q1 2026 | $243K | 10.0K | — | — |
| Q4 2025 | $6.7M | 252.2K | — | — |
| Q4 2025 | $244K | 10.0K | — | — |
| Q3 2025 | $6.7M | 248.5K | — | — |
| Q3 2025 | $289K | 11.9K | — | — |
| Q3 2025 | $213K | 8.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B