Back to SCHW-PJ
WPG Advisers, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
44
Latest value
$150K
Q3 2026
Peak value
$7.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $65K |
| Q3 2025 | $430K |
| Q3 2025 | $5.3M |
| Q3 2025 | $818K |
| Q3 2025 | $250K |
| Q3 2025 | $4.4M |
| Q3 2025 | $226K |
| Q3 2025 | $161K |
| Q4 2025 | $65K |
| Q4 2025 | $413K |
| Q4 2025 | $7.5M |
| Q4 2025 | $835K |
| Q4 2025 | $247K |
| Q4 2025 | $3.7M |
| Q4 2025 | $2K |
| Q4 2025 | $227K |
| Q4 2025 | $159K |
| Q1 2026 | $53K |
| Q1 2026 | $368K |
| Q1 2026 | $7.2M |
| Q1 2026 | $816K |
| Q1 2026 | $231K |
| Q1 2026 | $4M |
| Q1 2026 | $4K |
| Q1 2026 | $220K |
| Q1 2026 | $147K |
| Q2 2026 | $50K |
| Q2 2026 | $410K |
| Q2 2026 | $3M |
| Q2 2026 | $929K |
| Q2 2026 | $273K |
| Q2 2026 | $3.9M |
| Q2 2026 | $5K |
| Q2 2026 | $341K |
| Q2 2026 | $152K |
| Q3 2026 | $59K |
| Q3 2026 | $297K |
| Q3 2026 | $3.3M |
| Q3 2026 | $861K |
| Q3 2026 | $191K |
| Q3 2026 | $4M |
| Q3 2026 | $5K |
| Q3 2026 | $339K |
| Q3 2026 | $150K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $150K | 6.0K | — | — |
| Q3 2026 | $339K | 14.2K | — | — |
| Q3 2026 | $5K | 175 | — | — |
| Q3 2026 | $4M | 124.0K | — | — |
| Q3 2026 | $191K | 5.9K | — | — |
| Q3 2026 | $861K | 25.9K | — | — |
| Q3 2026 | $3.3M | 91.4K | — | — |
| Q3 2026 | $297K | 9.9K | — | — |
| Q3 2026 | $59K | 599 | — | — |
| Q2 2026 | $152K | 5.7K | — | — |
| Q2 2026 | $341K | 14.1K | — | — |
| Q2 2026 | $5K | 175 | — | — |
| Q2 2026 | $3.9M | 123.6K | — | — |
| Q2 2026 | $273K | 7.6K | — | — |
| Q2 2026 | $929K | 26.7K | — | — |
| Q2 2026 | $3M | 89.6K | — | — |
| Q2 2026 | $410K | 13.9K | — | — |
| Q2 2026 | $50K | 545 | — | — |
| Q1 2026 | $147K | 5.5K | — | — |
| Q1 2026 | $220K | 9.1K | — | — |
| Q1 2026 | $4K | 175 | — | — |
| Q1 2026 | $4M | 129.1K | — | — |
| Q1 2026 | $231K | 7.9K | — | — |
| Q1 2026 | $816K | 26.8K | — | — |
| Q1 2026 | $7.2M | 246.5K | — | — |
| Q1 2026 | $368K | 14.4K | — | — |
| Q1 2026 | $53K | 562 | — | — |
| Q4 2025 | $159K | 6.0K | — | — |
| Q4 2025 | $227K | 9.3K | — | — |
| Q4 2025 | $2K | 100 | — | — |
| Q4 2025 | $3.7M | 133.6K | — | — |
| Q4 2025 | $247K | 8.7K | — | — |
| Q4 2025 | $835K | 28.2K | — | — |
| Q4 2025 | $7.5M | 229.6K | — | — |
| Q4 2025 | $413K | 15.3K | — | — |
| Q4 2025 | $65K | 649 | — | — |
| Q3 2025 | $161K | 6.0K | — | — |
| Q3 2025 | $226K | 9.3K | — | — |
| Q3 2025 | $4.4M | 162.9K | — | — |
| Q3 2025 | $250K | 8.9K | — | — |
| Q3 2025 | $818K | 28.1K | — | — |
| Q3 2025 | $5.3M | 167.4K | — | — |
| Q3 2025 | $430K | 16.3K | — | — |
| Q3 2025 | $65K | 686 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B