Back to SCHW-PJ
Weinberger Asset Management, Inc → SCHW-PJ
Weinberger Asset Management, Inc SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$8.3M
Q3 2026
Peak value
$20.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.6M |
| Q4 2025 | $18.7M |
| Q4 2025 | $8.2M |
| Q4 2025 | $7.5M |
| Q1 2026 | $12.3M |
| Q1 2026 | $16.1M |
| Q1 2026 | $7.6M |
| Q1 2026 | $7.4M |
| Q2 2026 | $14.3M |
| Q2 2026 | $19.1M |
| Q2 2026 | $8.3M |
| Q2 2026 | $215K |
| Q2 2026 | $8.5M |
| Q3 2026 | $14.6M |
| Q3 2026 | $20.1M |
| Q3 2026 | $8M |
| Q3 2026 | $208K |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 302.5K | — | — |
| Q3 2026 | $208K | 6.4K | — | — |
| Q3 2026 | $8M | 241.0K | — | — |
| Q3 2026 | $20.1M | 558.4K | — | — |
| Q3 2026 | $14.6M | 496.9K | — | — |
| Q2 2026 | $8.5M | 308.3K | — | — |
| Q2 2026 | $215K | 6.4K | — | — |
| Q2 2026 | $8.3M | 243.7K | — | — |
| Q2 2026 | $19.1M | 560.1K | — | — |
| Q2 2026 | $14.3M | 495.6K | — | — |
| Q1 2026 | $7.4M | 300.3K | — | — |
| Q1 2026 | $7.6M | 250.3K | — | — |
| Q1 2026 | $16.1M | 553.5K | — | — |
| Q1 2026 | $12.3M | 488.1K | — | — |
| Q4 2025 | $7.5M | 313.0K | — | — |
| Q4 2025 | $8.2M | 276.1K | — | — |
| Q4 2025 | $18.7M | 574.7K | — | — |
| Q4 2025 | $12.6M | 481.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B