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Weitzel Financial Services, Inc. → SCHW-PJ
Weitzel Financial Services, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$680K
Q3 2026
Peak value
$23.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $252K |
| Q4 2025 | $18.2M |
| Q4 2025 | $642K |
| Q1 2026 | $246K |
| Q1 2026 | $21M |
| Q1 2026 | $633K |
| Q2 2026 | $286K |
| Q2 2026 | $22.8M |
| Q2 2026 | $672K |
| Q3 2026 | $301K |
| Q3 2026 | $23.4M |
| Q3 2026 | $680K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $680K | 28.6K | — | — |
| Q3 2026 | $23.4M | 716.7K | — | — |
| Q3 2026 | $301K | 8.3K | — | — |
| Q2 2026 | $672K | 27.9K | — | — |
| Q2 2026 | $22.8M | 709.1K | — | — |
| Q2 2026 | $286K | 8.4K | — | — |
| Q1 2026 | $633K | 26.1K | — | — |
| Q1 2026 | $21M | 683.5K | — | — |
| Q1 2026 | $246K | 8.4K | — | — |
| Q4 2025 | $642K | 26.4K | — | — |
| Q4 2025 | $18.2M | 657.5K | — | — |
| Q4 2025 | $252K | 7.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Weitzel Financial Services, Inc. positions
STT-PG
$64.2MSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E
STT-PG
$61.8MSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E
STT-PG
$55.5MST SRT SPDR PTFL S&P 1500 CMPST ETF
STT-PG
$54MSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E
VGES
$44MVANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
VGES
$43.4MVANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
VGES
$39.6MVANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
VGES
$38.7MVANGUARD FTSE DEVELOPED MARKETS ETF