Back to SCHW-PJ
WealthPoint Financial, LLC → SCHW-PJ
WealthPoint Financial, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.4M |
| Q4 2025 | $431K |
| Q4 2025 | $2.7M |
| Q1 2026 | $2.4M |
| Q1 2026 | $2.4M |
| Q1 2026 | $431K |
| Q1 2026 | $372K |
| Q1 2026 | $2.7M |
| Q1 2026 | $2.8M |
| Q2 2026 | $3M |
| Q2 2026 | $412K |
| Q2 2026 | $3M |
| Q3 2026 | $3.3M |
| Q3 2026 | $392K |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 155.1K | — | — |
| Q3 2026 | $392K | 12.0K | — | — |
| Q3 2026 | $3.3M | 91.9K | — | — |
| Q2 2026 | $3M | 127.7K | — | — |
| Q2 2026 | $412K | 13.0K | — | — |
| Q2 2026 | $3M | 88.6K | — | — |
| Q1 2026 | $2.8M | 120.6K | — | — |
| Q1 2026 | $2.7M | 116.6K | — | — |
| Q1 2026 | $372K | 12.1K | — | — |
| Q1 2026 | $431K | 15.7K | — | — |
| Q1 2026 | $2.4M | 81.8K | — | — |
| Q1 2026 | $2.4M | 73.8K | — | — |
| Q4 2025 | $2.7M | 116.6K | — | — |
| Q4 2025 | $431K | 15.7K | — | — |
| Q4 2025 | $2.4M | 73.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B