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Willow Creek Wealth Management Inc. → SCHW-PJ
Willow Creek Wealth Management Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
3
Latest value
$53M
Q3 2026
Peak value
$53.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $41.7M |
| Q2 2026 | $53.4M |
| Q3 2026 | $53M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $53M | 2.11M | — | — |
| Q2 2026 | $53.4M | 2.02M | — | — |
| Q3 2025 | $41.7M | 1.55M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B