Back to SCHW-PJ
Willis Johnson Wealth, Inc. → SCHW-PJ
Willis Johnson Wealth, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
14
Latest value
$39.9M
Q3 2026
Peak value
$39.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $470K |
| Q3 2025 | $1.4M |
| Q4 2025 | $477K |
| Q4 2025 | $1.4M |
| Q4 2025 | $33.1M |
| Q1 2026 | $514K |
| Q1 2026 | $874K |
| Q1 2026 | $35.4M |
| Q2 2026 | $487K |
| Q2 2026 | $778K |
| Q2 2026 | $38.9M |
| Q3 2026 | $443K |
| Q3 2026 | $707K |
| Q3 2026 | $39.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $39.9M | 1.67M | — | — |
| Q3 2026 | $707K | 29.8K | — | — |
| Q3 2026 | $443K | 16.1K | — | — |
| Q2 2026 | $38.9M | 1.61M | — | — |
| Q2 2026 | $778K | 31.5K | — | — |
| Q2 2026 | $487K | 17.6K | — | — |
| Q1 2026 | $35.4M | 1.46M | — | — |
| Q1 2026 | $874K | 35.1K | — | — |
| Q1 2026 | $514K | 20.8K | — | — |
| Q4 2025 | $33.1M | 1.36M | — | — |
| Q4 2025 | $1.4M | 55.7K | — | — |
| Q4 2025 | $477K | 19.8K | — | — |
| Q3 2025 | $1.4M | 55.5K | — | — |
| Q3 2025 | $470K | 20.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B