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Whitaker-Myers Wealth Managers, LTD. → SCHW-PJ
Whitaker-Myers Wealth Managers, LTD. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$36.5M
Q3 2026
Peak value
$36.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $16.2M |
| Q3 2025 | $15M |
| Q3 2025 | $810K |
| Q3 2025 | $27.7M |
| Q4 2025 | $1.2M |
| Q4 2025 | $17.3M |
| Q4 2025 | $16.4M |
| Q4 2025 | $744K |
| Q4 2025 | $26.8M |
| Q1 2026 | $1.2M |
| Q1 2026 | $16.7M |
| Q1 2026 | $17.6M |
| Q1 2026 | $752K |
| Q1 2026 | $30.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $19.6M |
| Q2 2026 | $20.1M |
| Q2 2026 | $931K |
| Q2 2026 | $33M |
| Q3 2026 | $1.2M |
| Q3 2026 | $13.8M |
| Q3 2026 | $12.6M |
| Q3 2026 | $845K |
| Q3 2026 | $36.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36.5M | 1.12M | — | — |
| Q3 2026 | $845K | 25.9K | — | — |
| Q3 2026 | $12.6M | 379.5K | — | — |
| Q3 2026 | $13.8M | 385.0K | — | — |
| Q3 2026 | $1.2M | 41.9K | — | — |
| Q2 2026 | $33M | 1.04M | — | — |
| Q2 2026 | $931K | 25.8K | — | — |
| Q2 2026 | $20.1M | 576.4K | — | — |
| Q2 2026 | $19.6M | 579.3K | — | — |
| Q2 2026 | $1.3M | 45.2K | — | — |
| Q1 2026 | $30.1M | 980.7K | — | — |
| Q1 2026 | $752K | 25.9K | — | — |
| Q1 2026 | $17.6M | 577.4K | — | — |
| Q1 2026 | $16.7M | 572.4K | — | — |
| Q1 2026 | $1.2M | 46.0K | — | — |
| Q4 2025 | $26.8M | 976.0K | — | — |
| Q4 2025 | $744K | 26.1K | — | — |
| Q4 2025 | $16.4M | 553.3K | — | — |
| Q4 2025 | $17.3M | 530.6K | — | — |
| Q4 2025 | $1.2M | 47.4K | — | — |
| Q3 2025 | $27.7M | 1.02M | — | — |
| Q3 2025 | $810K | 29.0K | — | — |
| Q3 2025 | $15M | 516.8K | — | — |
| Q3 2025 | $16.2M | 507.8K | — | — |
| Q3 2025 | $1.2M | 47.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B