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Womack Financial LLC → SCHW-PJ
Womack Financial LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
90
Latest value
$5.6M
Q3 2026
Peak value
$17.9M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $552K |
| Q4 2024 | $310K |
| Q4 2024 | $9.6M |
| Q4 2024 | $629K |
| Q4 2024 | $11.8M |
| Q4 2024 | $4.8M |
| Q4 2024 | $3.1M |
| Q4 2024 | $7.8M |
| Q4 2024 | $3.4M |
| Q1 2025 | $526K |
| Q1 2025 | $526K |
| Q1 2025 | $240K |
| Q1 2025 | $240K |
| Q1 2025 | $8.6M |
| Q1 2025 | $8.6M |
| Q1 2025 | $643K |
| Q1 2025 | $643K |
| Q1 2025 | $11.2M |
| Q1 2025 | $11.2M |
| Q1 2025 | $4.4M |
| Q1 2025 | $4.4M |
| Q1 2025 | $2.8M |
| Q1 2025 | $2.8M |
| Q1 2025 | $7.9M |
| Q1 2025 | $7.9M |
| Q1 2025 | $3.6M |
| Q1 2025 | $3.6M |
| Q2 2025 | $526K |
| Q2 2025 | $620K |
| Q2 2025 | $240K |
| Q2 2025 | $266K |
| Q2 2025 | $8.6M |
| Q2 2025 | $10.2M |
| Q2 2025 | $643K |
| Q2 2025 | $681K |
| Q2 2025 | $11.2M |
| Q2 2025 | $12.4M |
| Q2 2025 | $4.4M |
| Q2 2025 | $5M |
| Q2 2025 | $2.8M |
| Q2 2025 | $3M |
| Q2 2025 | $7.9M |
| Q2 2025 | $7.5M |
| Q2 2025 | $3.6M |
| Q2 2025 | $4.1M |
| Q3 2025 | $688K |
| Q3 2025 | $1.3M |
| Q3 2025 | $11.5M |
| Q3 2025 | $706K |
| Q3 2025 | $13.8M |
| Q3 2025 | $5.8M |
| Q3 2025 | $3.5M |
| Q3 2025 | $7.4M |
| Q3 2025 | $4.5M |
| Q4 2025 | $780K |
| Q4 2025 | $1.7M |
| Q4 2025 | $11.7M |
| Q4 2025 | $660K |
| Q4 2025 | $14.4M |
| Q4 2025 | $5.9M |
| Q4 2025 | $3.7M |
| Q4 2025 | $7.2M |
| Q4 2025 | $4.7M |
| Q1 2026 | $768K |
| Q1 2026 | $1.9M |
| Q1 2026 | $10.6M |
| Q1 2026 | $690K |
| Q1 2026 | $15.2M |
| Q1 2026 | $6.1M |
| Q1 2026 | $3.9M |
| Q1 2026 | $7.8M |
| Q1 2026 | $4.9M |
| Q2 2026 | $895K |
| Q2 2026 | $2.5M |
| Q2 2026 | $12.3M |
| Q2 2026 | $769K |
| Q2 2026 | $17.9M |
| Q2 2026 | $7.4M |
| Q2 2026 | $4.6M |
| Q2 2026 | $7.8M |
| Q2 2026 | $5.4M |
| Q3 2026 | $927K |
| Q3 2026 | $3.1M |
| Q3 2026 | $13.4M |
| Q3 2026 | $722K |
| Q3 2026 | $17M |
| Q3 2026 | $6.9M |
| Q3 2026 | $4.4M |
| Q3 2026 | $8.1M |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 203.1K | — | — |
| Q3 2026 | $8.1M | 247.7K | — | — |
| Q3 2026 | $4.4M | 124.8K | — | — |
| Q3 2026 | $6.9M | 210.3K | — | — |
| Q3 2026 | $17M | 499.9K | — | — |
| Q3 2026 | $722K | 21.7K | — | — |
| Q3 2026 | $13.4M | 373.2K | — | — |
| Q3 2026 | $3.1M | 101.8K | — | — |
| Q3 2026 | $927K | 31.6K | — | — |
| Q2 2026 | $5.4M | 196.1K | — | — |
| Q2 2026 | $7.8M | 244.5K | — | — |
| Q2 2026 | $4.6M | 120.7K | — | — |
| Q2 2026 | $7.4M | 205.2K | — | — |
| Q2 2026 | $17.9M | 486.4K | — | — |
| Q2 2026 | $769K | 22.1K | — | — |
| Q2 2026 | $12.3M | 362.0K | — | — |
| Q2 2026 | $2.5M | 85.3K | — | — |
| Q2 2026 | $895K | 30.9K | — | — |
| Q1 2026 | $4.9M | 198.2K | — | — |
| Q1 2026 | $7.8M | 255.7K | — | — |
| Q1 2026 | $3.9M | 121.3K | — | — |
| Q1 2026 | $6.1M | 211.2K | — | — |
| Q1 2026 | $15.2M | 490.4K | — | — |
| Q1 2026 | $690K | 22.6K | — | — |
| Q1 2026 | $10.6M | 363.6K | — | — |
| Q1 2026 | $1.9M | 75.7K | — | — |
| Q1 2026 | $768K | 30.6K | — | — |
| Q4 2025 | $4.7M | 194.9K | — | — |
| Q4 2025 | $7.2M | 262.8K | — | — |
| Q4 2025 | $3.7M | 116.5K | — | — |
| Q4 2025 | $5.9M | 208.7K | — | — |
| Q4 2025 | $14.4M | 477.6K | — | — |
| Q4 2025 | $660K | 22.3K | — | — |
| Q4 2025 | $11.7M | 360.0K | — | — |
| Q4 2025 | $1.7M | 63.4K | — | — |
| Q4 2025 | $780K | 29.7K | — | — |
| Q3 2025 | $4.5M | 193.3K | — | — |
| Q3 2025 | $7.4M | 272.2K | — | — |
| Q3 2025 | $3.5M | 111.6K | — | — |
| Q3 2025 | $5.8M | 208.5K | — | — |
| Q3 2025 | $13.8M | 466.0K | — | — |
| Q3 2025 | $706K | 24.2K | — | — |
| Q3 2025 | $11.5M | 361.1K | — | — |
| Q3 2025 | $1.3M | 48.6K | — | — |
| Q3 2025 | $688K | 26.8K | — | — |
| Q2 2025 | $4.1M | 187.1K | — | — |
| Q2 2025 | $3.6M | 183.6K | — | — |
| Q2 2025 | $7.5M | 284.5K | — | — |
| Q2 2025 | $7.9M | 283.6K | — | — |
| Q2 2025 | $3M | 106.1K | — | — |
| Q2 2025 | $2.8M | 101.5K | — | — |
| Q2 2025 | $5M | 198.4K | — | — |
| Q2 2025 | $4.4M | 189.5K | — | — |
| Q2 2025 | $12.4M | 442.5K | — | — |
| Q2 2025 | $11.2M | 427.4K | — | — |
| Q2 2025 | $681K | 24.6K | — | — |
| Q2 2025 | $643K | 24.2K | — | — |
| Q2 2025 | $10.2M | 350.9K | — | — |
| Q2 2025 | $8.6M | 342.5K | — | — |
| Q2 2025 | $266K | 10.9K | — | — |
| Q2 2025 | $240K | 10.9K | — | — |
| Q2 2025 | $620K | 26.0K | — | — |
| Q2 2025 | $526K | 24.4K | — | — |
| Q1 2025 | $3.6M | 183.6K | — | — |
| Q1 2025 | $3.6M | 183.6K | — | — |
| Q1 2025 | $7.9M | 283.6K | — | — |
| Q1 2025 | $7.9M | 283.6K | — | — |
| Q1 2025 | $2.8M | 101.5K | — | — |
| Q1 2025 | $2.8M | 101.5K | — | — |
| Q1 2025 | $4.4M | 189.5K | — | — |
| Q1 2025 | $4.4M | 189.5K | — | — |
| Q1 2025 | $11.2M | 427.4K | — | — |
| Q1 2025 | $11.2M | 427.4K | — | — |
| Q1 2025 | $643K | 24.2K | — | — |
| Q1 2025 | $643K | 24.2K | — | — |
| Q1 2025 | $8.6M | 342.5K | — | — |
| Q1 2025 | $8.6M | 342.5K | — | — |
| Q1 2025 | $240K | 10.9K | — | — |
| Q1 2025 | $240K | 10.9K | — | — |
| Q1 2025 | $526K | 24.4K | — | — |
| Q1 2025 | $526K | 24.4K | — | — |
| Q4 2024 | $3.4M | 183.0K | — | — |
| Q4 2024 | $7.8M | 283.9K | — | — |
| Q4 2024 | $3.1M | 103.4K | — | — |
| Q4 2024 | $4.8M | 184.8K | — | — |
| Q4 2024 | $11.8M | 426.3K | — | — |
| Q4 2024 | $629K | 24.1K | — | — |
| Q4 2024 | $9.6M | 344.6K | — | — |
| Q4 2024 | $310K | 13.4K | — | — |
| Q4 2024 | $552K | 24.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B