Back to SCHW-PJ
Wilkins Miller Wealth Management, LLC → SCHW-PJ
Wilkins Miller Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
59
Latest value
$525K
Q3 2026
Peak value
$17.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q3 2025 | $16.2M |
| Q3 2025 | $9.5M |
| Q3 2025 | $2.3M |
| Q3 2025 | $1M |
| Q3 2025 | $5.1M |
| Q3 2025 | $1.2M |
| Q3 2025 | $235K |
| Q3 2025 | $4.6M |
| Q3 2025 | $776K |
| Q3 2025 | $1.7M |
| Q4 2025 | $3M |
| Q4 2025 | $16.3M |
| Q4 2025 | $9.7M |
| Q4 2025 | $2.4M |
| Q4 2025 | $1.2M |
| Q4 2025 | $5.7M |
| Q4 2025 | $1.1M |
| Q4 2025 | $225K |
| Q4 2025 | $4.9M |
| Q4 2025 | $750K |
| Q4 2025 | $2.2M |
| Q4 2025 | $203K |
| Q1 2026 | $2.6M |
| Q1 2026 | $15.2M |
| Q1 2026 | $8.7M |
| Q1 2026 | $2.5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $5.9M |
| Q1 2026 | $1.2M |
| Q1 2026 | $243K |
| Q1 2026 | $4.9M |
| Q1 2026 | $807K |
| Q1 2026 | $2.3M |
| Q1 2026 | $389K |
| Q2 2026 | $3M |
| Q2 2026 | $17.4M |
| Q2 2026 | $10.1M |
| Q2 2026 | $2.9M |
| Q2 2026 | $1.5M |
| Q2 2026 | $7.3M |
| Q2 2026 | $1.4M |
| Q2 2026 | $264K |
| Q2 2026 | $5.7M |
| Q2 2026 | $815K |
| Q2 2026 | $2.7M |
| Q2 2026 | $547K |
| Q3 2026 | $3M |
| Q3 2026 | $17.6M |
| Q3 2026 | $10.7M |
| Q3 2026 | $2.8M |
| Q3 2026 | $1.4M |
| Q3 2026 | $6.7M |
| Q3 2026 | $1.6M |
| Q3 2026 | $233K |
| Q3 2026 | $6M |
| Q3 2026 | $826K |
| Q3 2026 | $2.7M |
| Q3 2026 | $525K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $525K | 23.8K | — | — |
| Q3 2026 | $2.7M | 100.1K | — | — |
| Q3 2026 | $826K | 25.4K | — | — |
| Q3 2026 | $6M | 190.3K | — | — |
| Q3 2026 | $233K | 4.3K | — | — |
| Q3 2026 | $1.6M | 42.8K | — | — |
| Q3 2026 | $6.7M | 204.2K | — | — |
| Q3 2026 | $1.4M | 42.2K | — | — |
| Q3 2026 | $2.8M | 84.1K | — | — |
| Q3 2026 | $10.7M | 298.5K | — | — |
| Q3 2026 | $17.6M | 588.3K | — | — |
| Q3 2026 | $3M | 103.3K | — | — |
| Q2 2026 | $547K | 23.1K | — | — |
| Q2 2026 | $2.7M | 99.0K | — | — |
| Q2 2026 | $815K | 25.7K | — | — |
| Q2 2026 | $5.7M | 184.6K | — | — |
| Q2 2026 | $264K | 5.0K | — | — |
| Q2 2026 | $1.4M | 39.8K | — | — |
| Q2 2026 | $7.3M | 203.1K | — | — |
| Q2 2026 | $1.5M | 41.9K | — | — |
| Q2 2026 | $2.9M | 83.8K | — | — |
| Q2 2026 | $10.1M | 298.3K | — | — |
| Q2 2026 | $17.4M | 592.4K | — | — |
| Q2 2026 | $3M | 104.1K | — | — |
| Q1 2026 | $389K | 18.1K | — | — |
| Q1 2026 | $2.3M | 93.9K | — | — |
| Q1 2026 | $807K | 26.3K | — | — |
| Q1 2026 | $4.9M | 175.0K | — | — |
| Q1 2026 | $243K | 5.0K | — | — |
| Q1 2026 | $1.2M | 37.7K | — | — |
| Q1 2026 | $5.9M | 203.4K | — | — |
| Q1 2026 | $1.2M | 39.9K | — | — |
| Q1 2026 | $2.5M | 82.0K | — | — |
| Q1 2026 | $8.7M | 299.9K | — | — |
| Q1 2026 | $15.2M | 594.3K | — | — |
| Q1 2026 | $2.6M | 104.4K | — | — |
| Q4 2025 | $203K | 9.7K | — | — |
| Q4 2025 | $2.2M | 92.0K | — | — |
| Q4 2025 | $750K | 27.3K | — | — |
| Q4 2025 | $4.9M | 179.6K | — | — |
| Q4 2025 | $225K | 5.0K | — | — |
| Q4 2025 | $1.1M | 34.5K | — | — |
| Q4 2025 | $5.7M | 200.7K | — | — |
| Q4 2025 | $1.2M | 39.7K | — | — |
| Q4 2025 | $2.4M | 80.2K | — | — |
| Q4 2025 | $9.7M | 296.8K | — | — |
| Q4 2025 | $16.3M | 606.3K | — | — |
| Q4 2025 | $3M | 115.9K | — | — |
| Q3 2025 | $1.7M | 74.8K | — | — |
| Q3 2025 | $776K | 28.4K | — | — |
| Q3 2025 | $4.6M | 173.8K | — | — |
| Q3 2025 | $235K | 5.5K | — | — |
| Q3 2025 | $1.2M | 35.5K | — | — |
| Q3 2025 | $5.1M | 183.1K | — | — |
| Q3 2025 | $1M | 34.3K | — | — |
| Q3 2025 | $2.3M | 78.8K | — | — |
| Q3 2025 | $9.5M | 296.5K | — | — |
| Q3 2025 | $16.2M | 610.3K | — | — |
| Q3 2025 | $3.2M | 126.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B