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Wernau Asset Management Inc. → SCHW-PJ
Wernau Asset Management Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $725K |
| Q3 2025 | $203K |
| Q3 2025 | $852K |
| Q3 2025 | $1.1M |
| Q4 2025 | $664K |
| Q4 2025 | $207K |
| Q4 2025 | $878K |
| Q4 2025 | $1.1M |
| Q1 2026 | $491K |
| Q1 2026 | $1M |
| Q1 2026 | $1.2M |
| Q2 2026 | $566K |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.4M |
| Q3 2026 | $573K |
| Q3 2026 | $203K |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 49.9K | — | — |
| Q3 2026 | $1.1M | 34.2K | — | — |
| Q3 2026 | $203K | 6.8K | — | — |
| Q3 2026 | $573K | 19.6K | — | — |
| Q2 2026 | $1.4M | 49.6K | — | — |
| Q2 2026 | $1.1M | 34.0K | — | — |
| Q2 2026 | $566K | 19.6K | — | — |
| Q1 2026 | $1.2M | 48.1K | — | — |
| Q1 2026 | $1M | 33.0K | — | — |
| Q1 2026 | $491K | 19.6K | — | — |
| Q4 2025 | $1.1M | 46.5K | — | — |
| Q4 2025 | $878K | 32.0K | — | — |
| Q4 2025 | $207K | 7.7K | — | — |
| Q4 2025 | $664K | 25.3K | — | — |
| Q3 2025 | $1.1M | 45.2K | — | — |
| Q3 2025 | $852K | 31.2K | — | — |
| Q3 2025 | $203K | 7.7K | — | — |
| Q3 2025 | $725K | 28.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B