Back to SCHW-PJ
Wingate Wealth Advisors, Inc. → SCHW-PJ
Wingate Wealth Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
26
Latest value
$1.2M
Q3 2026
Peak value
$16.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.9M |
| Q4 2025 | $626K |
| Q4 2025 | $6.7M |
| Q4 2025 | $1.1M |
| Q4 2025 | $782K |
| Q1 2026 | $219K |
| Q1 2026 | $1.3M |
| Q1 2026 | $6.5M |
| Q1 2026 | $683K |
| Q1 2026 | $7.6M |
| Q1 2026 | $480K |
| Q1 2026 | $925K |
| Q2 2026 | $312K |
| Q2 2026 | $1.4M |
| Q2 2026 | $9.3M |
| Q2 2026 | $808K |
| Q2 2026 | $8.8M |
| Q2 2026 | $496K |
| Q2 2026 | $1.1M |
| Q3 2026 | $390K |
| Q3 2026 | $1.5M |
| Q3 2026 | $16.4M |
| Q3 2026 | $731K |
| Q3 2026 | $9.6M |
| Q3 2026 | $509K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 42.1K | — | — |
| Q3 2026 | $509K | 15.7K | — | — |
| Q3 2026 | $9.6M | 305.0K | — | — |
| Q3 2026 | $731K | 20.9K | — | — |
| Q3 2026 | $16.4M | 304.8K | — | — |
| Q3 2026 | $1.5M | 36.1K | — | — |
| Q3 2026 | $390K | 10.8K | — | — |
| Q2 2026 | $1.1M | 39.3K | — | — |
| Q2 2026 | $496K | 15.7K | — | — |
| Q2 2026 | $8.8M | 282.5K | — | — |
| Q2 2026 | $808K | 21.2K | — | — |
| Q2 2026 | $9.3M | 176.5K | — | — |
| Q2 2026 | $1.4M | 34.1K | — | — |
| Q2 2026 | $312K | 9.2K | — | — |
| Q1 2026 | $925K | 37.4K | — | — |
| Q1 2026 | $480K | 15.7K | — | — |
| Q1 2026 | $7.6M | 273.6K | — | — |
| Q1 2026 | $683K | 21.1K | — | — |
| Q1 2026 | $6.5M | 133.7K | — | — |
| Q1 2026 | $1.3M | 34.0K | — | — |
| Q1 2026 | $219K | 7.5K | — | — |
| Q4 2025 | $782K | 32.5K | — | — |
| Q4 2025 | $1.1M | 41.4K | — | — |
| Q4 2025 | $6.7M | 245.3K | — | — |
| Q4 2025 | $626K | 19.9K | — | — |
| Q4 2025 | $4.9M | 109.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B