Back to SCHW-PJ
WealthPlan Investment Management, LLC → SCHW-PJ
WealthPlan Investment Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
51
Latest value
$430K
Q3 2026
Peak value
$27.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $512K |
| Q3 2025 | $6.5M |
| Q3 2025 | $590K |
| Q3 2025 | $727K |
| Q3 2025 | $575K |
| Q3 2025 | $4.2M |
| Q3 2025 | $1.2M |
| Q3 2025 | $22.7M |
| Q3 2025 | $443K |
| Q3 2025 | $530K |
| Q4 2025 | $1.9M |
| Q4 2025 | $6.6M |
| Q4 2025 | $525K |
| Q4 2025 | $743K |
| Q4 2025 | $552K |
| Q4 2025 | $3.9M |
| Q4 2025 | $1.2M |
| Q4 2025 | $23.8M |
| Q4 2025 | $385K |
| Q4 2025 | $497K |
| Q1 2026 | $2.7M |
| Q1 2026 | $6.3M |
| Q1 2026 | $388K |
| Q1 2026 | $753K |
| Q1 2026 | $555K |
| Q1 2026 | $5.1M |
| Q1 2026 | $1.2M |
| Q1 2026 | $24M |
| Q1 2026 | $330K |
| Q1 2026 | $498K |
| Q2 2026 | $2.4M |
| Q2 2026 | $4K |
| Q2 2026 | $7.2M |
| Q2 2026 | $211K |
| Q2 2026 | $952K |
| Q2 2026 | $616K |
| Q2 2026 | $12.1M |
| Q2 2026 | $27M |
| Q2 2026 | $1.3M |
| Q2 2026 | $264K |
| Q2 2026 | $484K |
| Q3 2026 | $5K |
| Q3 2026 | $2.7M |
| Q3 2026 | $7.5M |
| Q3 2026 | $219K |
| Q3 2026 | $854K |
| Q3 2026 | $557K |
| Q3 2026 | $12.3M |
| Q3 2026 | $1.4M |
| Q3 2026 | $27.4M |
| Q3 2026 | $430K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $430K | 17.1K | — | — |
| Q3 2026 | $27.4M | 997.7K | — | — |
| Q3 2026 | $1.4M | 50.8K | — | — |
| Q3 2026 | $12.3M | 377.0K | — | — |
| Q3 2026 | $557K | 15.3K | — | — |
| Q3 2026 | $854K | 26.2K | — | — |
| Q3 2026 | $219K | 6.1K | — | — |
| Q3 2026 | $7.5M | 248.7K | — | — |
| Q3 2026 | $2.7M | 27.9K | — | — |
| Q3 2026 | $5K | 47 | — | — |
| Q2 2026 | $484K | 18.3K | — | — |
| Q2 2026 | $264K | 11.4K | — | — |
| Q2 2026 | $1.3M | 46.2K | — | — |
| Q2 2026 | $27M | 975.1K | — | — |
| Q2 2026 | $12.1M | 380.2K | — | — |
| Q2 2026 | $616K | 17.0K | — | — |
| Q2 2026 | $952K | 26.3K | — | — |
| Q2 2026 | $211K | 6.2K | — | — |
| Q2 2026 | $7.2M | 245.2K | — | — |
| Q2 2026 | $4K | 47 | — | — |
| Q2 2026 | $2.4M | 25.8K | — | — |
| Q1 2026 | $498K | 18.7K | — | — |
| Q1 2026 | $330K | 14.2K | — | — |
| Q1 2026 | $24M | 970.2K | — | — |
| Q1 2026 | $1.2M | 49.3K | — | — |
| Q1 2026 | $5.1M | 167.7K | — | — |
| Q1 2026 | $555K | 16.8K | — | — |
| Q1 2026 | $753K | 25.9K | — | — |
| Q1 2026 | $388K | 13.3K | — | — |
| Q1 2026 | $6.3M | 246.2K | — | — |
| Q1 2026 | $2.7M | 28.8K | — | — |
| Q4 2025 | $497K | 18.8K | — | — |
| Q4 2025 | $385K | 16.5K | — | — |
| Q4 2025 | $23.8M | 988.5K | — | — |
| Q4 2025 | $1.2M | 49.3K | — | — |
| Q4 2025 | $3.9M | 141.6K | — | — |
| Q4 2025 | $552K | 16.8K | — | — |
| Q4 2025 | $743K | 26.1K | — | — |
| Q4 2025 | $525K | 16.1K | — | — |
| Q4 2025 | $6.6M | 244.8K | — | — |
| Q4 2025 | $1.9M | 19.0K | — | — |
| Q3 2025 | $530K | 19.7K | — | — |
| Q3 2025 | $443K | 18.9K | — | — |
| Q3 2025 | $22.7M | 973.9K | — | — |
| Q3 2025 | $1.2M | 49.8K | — | — |
| Q3 2025 | $4.2M | 155.4K | — | — |
| Q3 2025 | $575K | 17.2K | — | — |
| Q3 2025 | $727K | 26.0K | — | — |
| Q3 2025 | $590K | 18.5K | — | — |
| Q3 2025 | $6.5M | 246.8K | — | — |
| Q3 2025 | $512K | 5.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B