Back to SCHW-PJ
Accredited Investors Inc. → SCHW-PJ
Accredited Investors Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
38
Latest value
$233K
Q3 2026
Peak value
$128.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $787K |
| Q4 2025 | $123.8M |
| Q4 2025 | $284K |
| Q4 2025 | $1.5M |
| Q4 2025 | $498K |
| Q4 2025 | $9.4M |
| Q4 2025 | $366K |
| Q4 2025 | $209K |
| Q1 2026 | $685K |
| Q1 2026 | $115.6M |
| Q1 2026 | $271K |
| Q1 2026 | $1.6M |
| Q1 2026 | $560K |
| Q1 2026 | $9.2M |
| Q1 2026 | $425K |
| Q1 2026 | $214K |
| Q2 2026 | $672K |
| Q2 2026 | $128.7M |
| Q2 2026 | $472K |
| Q2 2026 | $2M |
| Q2 2026 | $271K |
| Q2 2026 | $609K |
| Q2 2026 | $10.1M |
| Q2 2026 | $269K |
| Q2 2026 | $577K |
| Q2 2026 | $582K |
| Q2 2026 | $226K |
| Q3 2026 | $800K |
| Q3 2026 | $126M |
| Q3 2026 | $347K |
| Q3 2026 | $2.1M |
| Q3 2026 | $245K |
| Q3 2026 | $621K |
| Q3 2026 | $9M |
| Q3 2026 | $272K |
| Q3 2026 | $594K |
| Q3 2026 | $1M |
| Q3 2026 | $233K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $233K | 4.7K | — | — |
| Q3 2026 | $1M | 37.2K | — | — |
| Q3 2026 | $594K | 18.3K | — | — |
| Q3 2026 | $272K | 8.7K | — | — |
| Q3 2026 | $9M | 256.4K | — | — |
| Q3 2026 | $621K | 11.6K | — | — |
| Q3 2026 | $245K | 7.5K | — | — |
| Q3 2026 | $2.1M | 58.5K | — | — |
| Q3 2026 | $347K | 11.6K | — | — |
| Q3 2026 | $126M | 4.30M | — | — |
| Q3 2026 | $800K | 8.2K | — | — |
| Q2 2026 | $226K | 4.7K | — | — |
| Q2 2026 | $582K | 21.0K | — | — |
| Q2 2026 | $577K | 18.2K | — | — |
| Q2 2026 | $269K | 8.6K | — | — |
| Q2 2026 | $10.1M | 266.5K | — | — |
| Q2 2026 | $609K | 11.6K | — | — |
| Q2 2026 | $271K | 7.5K | — | — |
| Q2 2026 | $2M | 58.5K | — | — |
| Q2 2026 | $472K | 16.0K | — | — |
| Q2 2026 | $128.7M | 4.44M | — | — |
| Q2 2026 | $672K | 7.3K | — | — |
| Q1 2026 | $214K | 4.6K | — | — |
| Q1 2026 | $425K | 17.2K | — | — |
| Q1 2026 | $9.2M | 283.5K | — | — |
| Q1 2026 | $560K | 11.4K | — | — |
| Q1 2026 | $1.6M | 53.9K | — | — |
| Q1 2026 | $271K | 10.6K | — | — |
| Q1 2026 | $115.6M | 4.61M | — | — |
| Q1 2026 | $685K | 7.3K | — | — |
| Q4 2025 | $209K | 4.6K | — | — |
| Q4 2025 | $366K | 15.2K | — | — |
| Q4 2025 | $9.4M | 297.8K | — | — |
| Q4 2025 | $498K | 11.0K | — | — |
| Q4 2025 | $1.5M | 45.6K | — | — |
| Q4 2025 | $284K | 10.6K | — | — |
| Q4 2025 | $123.8M | 4.72M | — | — |
| Q4 2025 | $787K | 7.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B