Back to SCHW-PJ
Whipplewood Advisors, LLC → SCHW-PJ
Whipplewood Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
48
Latest value
$111K
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15K |
| Q3 2025 | $72K |
| Q3 2025 | $1.3M |
| Q3 2025 | $12K |
| Q3 2025 | $16K |
| Q3 2025 | $1.5M |
| Q3 2025 | $2.7M |
| Q3 2025 | $1.7M |
| Q3 2025 | $94K |
| Q4 2025 | $500 |
| Q4 2025 | $15K |
| Q4 2025 | $64K |
| Q4 2025 | $1.3M |
| Q4 2025 | $12K |
| Q4 2025 | $21K |
| Q4 2025 | $1.4M |
| Q4 2025 | $2.7M |
| Q4 2025 | $1.7M |
| Q4 2025 | $98K |
| Q1 2026 | $22K |
| Q1 2026 | $179K |
| Q1 2026 | $57K |
| Q1 2026 | $1.3M |
| Q1 2026 | $96K |
| Q1 2026 | $22K |
| Q1 2026 | $1.5M |
| Q1 2026 | $2.8M |
| Q1 2026 | $1.6M |
| Q1 2026 | $100K |
| Q2 2026 | $2K |
| Q2 2026 | $16K |
| Q2 2026 | $69K |
| Q2 2026 | $1.5M |
| Q2 2026 | $13K |
| Q2 2026 | $24K |
| Q2 2026 | $1.5M |
| Q2 2026 | $2.7M |
| Q2 2026 | $1.8M |
| Q2 2026 | $112K |
| Q3 2026 | $15K |
| Q3 2026 | $73K |
| Q3 2026 | $1.4M |
| Q3 2026 | $12K |
| Q3 2026 | $24K |
| Q3 2026 | $1.6M |
| Q3 2026 | $3M |
| Q3 2026 | $1.8M |
| Q3 2026 | $111K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $111K | 4.1K | — | — |
| Q3 2026 | $1.8M | 56.6K | — | — |
| Q3 2026 | $3M | 55.1K | — | — |
| Q3 2026 | $1.6M | 38.2K | — | — |
| Q3 2026 | $24K | 659 | — | — |
| Q3 2026 | $12K | 367 | — | — |
| Q3 2026 | $1.4M | 40.6K | — | — |
| Q3 2026 | $73K | 2.0K | — | — |
| Q3 2026 | $15K | 507 | — | — |
| Q2 2026 | $112K | 4.1K | — | — |
| Q2 2026 | $1.8M | 57.6K | — | — |
| Q2 2026 | $2.7M | 50.5K | — | — |
| Q2 2026 | $1.5M | 36.7K | — | — |
| Q2 2026 | $24K | 652 | — | — |
| Q2 2026 | $13K | 367 | — | — |
| Q2 2026 | $1.5M | 39.7K | — | — |
| Q2 2026 | $69K | 2.0K | — | — |
| Q2 2026 | $16K | 550 | — | — |
| Q2 2026 | $2K | 20 | — | — |
| Q1 2026 | $100K | 4.1K | — | — |
| Q1 2026 | $1.6M | 59.0K | — | — |
| Q1 2026 | $2.8M | 57.2K | — | — |
| Q1 2026 | $1.5M | 39.1K | — | — |
| Q1 2026 | $22K | 661 | — | — |
| Q1 2026 | $96K | 3.3K | — | — |
| Q1 2026 | $1.3M | 42.3K | — | — |
| Q1 2026 | $57K | 2.0K | — | — |
| Q1 2026 | $179K | 7.0K | — | — |
| Q1 2026 | $22K | 229 | — | — |
| Q4 2025 | $98K | 4.1K | — | — |
| Q4 2025 | $1.7M | 62.9K | — | — |
| Q4 2025 | $2.7M | 59.8K | — | — |
| Q4 2025 | $1.4M | 40.0K | — | — |
| Q4 2025 | $21K | 651 | — | — |
| Q4 2025 | $12K | 421 | — | — |
| Q4 2025 | $1.3M | 43.8K | — | — |
| Q4 2025 | $64K | 2.0K | — | — |
| Q4 2025 | $15K | 556 | — | — |
| Q4 2025 | $500 | 5 | — | — |
| Q3 2025 | $94K | 4.1K | — | — |
| Q3 2025 | $1.7M | 63.7K | — | — |
| Q3 2025 | $2.7M | 63.1K | — | — |
| Q3 2025 | $1.5M | 41.5K | — | — |
| Q3 2025 | $16K | 482 | — | — |
| Q3 2025 | $12K | 442 | — | — |
| Q3 2025 | $1.3M | 43.2K | — | — |
| Q3 2025 | $72K | 2.3K | — | — |
| Q3 2025 | $15K | 585 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B