Back to SCHW-PJ
WT Wealth Management → SCHW-PJ
WT Wealth Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
33
Latest value
$602K
Q3 2026
Peak value
$33.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $31.4M |
| Q3 2025 | $5M |
| Q3 2025 | $741K |
| Q3 2025 | $5.3M |
| Q3 2025 | $2.8M |
| Q3 2025 | $506K |
| Q4 2025 | $31.3M |
| Q4 2025 | $5.3M |
| Q4 2025 | $733K |
| Q4 2025 | $5.4M |
| Q4 2025 | $2.9M |
| Q4 2025 | $520K |
| Q1 2026 | $1.7M |
| Q1 2026 | $29.5M |
| Q1 2026 | $5.3M |
| Q1 2026 | $788K |
| Q1 2026 | $5M |
| Q1 2026 | $2.8M |
| Q1 2026 | $560K |
| Q2 2026 | $2.1M |
| Q2 2026 | $33.6M |
| Q2 2026 | $5.9M |
| Q2 2026 | $865K |
| Q2 2026 | $5.1M |
| Q2 2026 | $3M |
| Q2 2026 | $567K |
| Q3 2026 | $1.6M |
| Q3 2026 | $33.2M |
| Q3 2026 | $5.8M |
| Q3 2026 | $553K |
| Q3 2026 | $3M |
| Q3 2026 | $4M |
| Q3 2026 | $602K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $602K | 24.0K | — | — |
| Q3 2026 | $4M | 168.3K | — | — |
| Q3 2026 | $3M | 125.7K | — | — |
| Q3 2026 | $553K | 25.1K | — | — |
| Q3 2026 | $5.8M | 210.5K | — | — |
| Q3 2026 | $33.2M | 1.13M | — | — |
| Q3 2026 | $1.6M | 16.3K | — | — |
| Q2 2026 | $567K | 21.4K | — | — |
| Q2 2026 | $3M | 124.5K | — | — |
| Q2 2026 | $5.1M | 208.6K | — | — |
| Q2 2026 | $865K | 36.5K | — | — |
| Q2 2026 | $5.9M | 211.7K | — | — |
| Q2 2026 | $33.6M | 1.16M | — | — |
| Q2 2026 | $2.1M | 22.3K | — | — |
| Q1 2026 | $560K | 21.0K | — | — |
| Q1 2026 | $2.8M | 114.6K | — | — |
| Q1 2026 | $5M | 199.2K | — | — |
| Q1 2026 | $788K | 36.7K | — | — |
| Q1 2026 | $5.3M | 212.7K | — | — |
| Q1 2026 | $29.5M | 1.17M | — | — |
| Q1 2026 | $1.7M | 18.2K | — | — |
| Q4 2025 | $520K | 19.6K | — | — |
| Q4 2025 | $2.9M | 120.8K | — | — |
| Q4 2025 | $5.4M | 215.4K | — | — |
| Q4 2025 | $733K | 35.1K | — | — |
| Q4 2025 | $5.3M | 218.4K | — | — |
| Q4 2025 | $31.3M | 1.19M | — | — |
| Q3 2025 | $506K | 18.8K | — | — |
| Q3 2025 | $2.8M | 114.7K | — | — |
| Q3 2025 | $5.3M | 211.4K | — | — |
| Q3 2025 | $741K | 34.4K | — | — |
| Q3 2025 | $5M | 216.6K | — | — |
| Q3 2025 | $31.4M | 1.22M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B