Back to SCHW-PJ
WealthPLAN Partners, LLC → SCHW-PJ
WealthPLAN Partners, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
43
Latest value
$5.5M
Q3 2026
Peak value
$6.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $415K |
| Q3 2025 | $799K |
| Q3 2025 | $823K |
| Q3 2025 | $287K |
| Q3 2025 | $550K |
| Q3 2025 | $5.8M |
| Q3 2025 | $464K |
| Q3 2025 | $4.4M |
| Q4 2025 | $523K |
| Q4 2025 | $797K |
| Q4 2025 | $878K |
| Q4 2025 | $294K |
| Q4 2025 | $559K |
| Q4 2025 | $5.3M |
| Q4 2025 | $470K |
| Q4 2025 | $4.4M |
| Q1 2026 | $575K |
| Q1 2026 | $773K |
| Q1 2026 | $776K |
| Q1 2026 | $307K |
| Q1 2026 | $569K |
| Q1 2026 | $5.7M |
| Q1 2026 | $478K |
| Q1 2026 | $4.5M |
| Q2 2026 | $617K |
| Q2 2026 | $750K |
| Q2 2026 | $1.4M |
| Q2 2026 | $205K |
| Q2 2026 | $293K |
| Q2 2026 | $271K |
| Q2 2026 | $712K |
| Q2 2026 | $6.1M |
| Q2 2026 | $629K |
| Q2 2026 | $4.7M |
| Q3 2026 | $779K |
| Q3 2026 | $761K |
| Q3 2026 | $1.5M |
| Q3 2026 | $298K |
| Q3 2026 | $278K |
| Q3 2026 | $718K |
| Q3 2026 | $6.5M |
| Q3 2026 | $634K |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 246.8K | — | — |
| Q3 2026 | $634K | 23.1K | — | — |
| Q3 2026 | $6.5M | 198.9K | — | — |
| Q3 2026 | $718K | 22.8K | — | — |
| Q3 2026 | $278K | 5.2K | — | — |
| Q3 2026 | $298K | 8.2K | — | — |
| Q3 2026 | $1.5M | 43.0K | — | — |
| Q3 2026 | $761K | 25.4K | — | — |
| Q3 2026 | $779K | 8.0K | — | — |
| Q2 2026 | $4.7M | 202.6K | — | — |
| Q2 2026 | $629K | 22.7K | — | — |
| Q2 2026 | $6.1M | 192.5K | — | — |
| Q2 2026 | $712K | 22.9K | — | — |
| Q2 2026 | $271K | 5.1K | — | — |
| Q2 2026 | $293K | 8.1K | — | — |
| Q2 2026 | $205K | 5.7K | — | — |
| Q2 2026 | $1.4M | 40.9K | — | — |
| Q2 2026 | $750K | 25.5K | — | — |
| Q2 2026 | $617K | 6.7K | — | — |
| Q1 2026 | $4.5M | 191.9K | — | — |
| Q1 2026 | $478K | 19.3K | — | — |
| Q1 2026 | $5.7M | 187.0K | — | — |
| Q1 2026 | $569K | 20.4K | — | — |
| Q1 2026 | $307K | 6.3K | — | — |
| Q1 2026 | $776K | 26.6K | — | — |
| Q1 2026 | $773K | 30.1K | — | — |
| Q1 2026 | $575K | 6.1K | — | — |
| Q4 2025 | $4.4M | 187.1K | — | — |
| Q4 2025 | $470K | 19.6K | — | — |
| Q4 2025 | $5.3M | 193.6K | — | — |
| Q4 2025 | $559K | 20.5K | — | — |
| Q4 2025 | $294K | 6.5K | — | — |
| Q4 2025 | $878K | 26.9K | — | — |
| Q4 2025 | $797K | 29.6K | — | — |
| Q4 2025 | $523K | 5.2K | — | — |
| Q3 2025 | $4.4M | 188.1K | — | — |
| Q3 2025 | $464K | 20.0K | — | — |
| Q3 2025 | $5.8M | 212.7K | — | — |
| Q3 2025 | $550K | 20.9K | — | — |
| Q3 2025 | $287K | 6.7K | — | — |
| Q3 2025 | $823K | 25.8K | — | — |
| Q3 2025 | $799K | 30.3K | — | — |
| Q3 2025 | $415K | 4.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B