Back to SCHW-PJ
Xcel Wealth Management, LLC → SCHW-PJ
Xcel Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$8.2M
Q3 2026
Peak value
$8.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q4 2025 | $2.8M |
| Q1 2026 | $2.5M |
| Q2 2026 | $7.7M |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 83.4K | — | — |
| Q2 2026 | $7.7M | 83.6K | — | — |
| Q1 2026 | $2.5M | 26.7K | — | — |
| Q4 2025 | $2.8M | 28.2K | — | — |
| Q3 2025 | $2.7M | 28.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B