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Allen Investment Management, LLC → SCHW-PJ
Allen Investment Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
5
Latest value
$320.6M
Q3 2026
Peak value
$558.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $558.4M |
| Q4 2025 | $557.9M |
| Q1 2026 | $500.8M |
| Q2 2026 | $315.1M |
| Q3 2026 | $320.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $320.6M | 3.28M | — | — |
| Q2 2026 | $315.1M | 3.41M | — | — |
| Q1 2026 | $500.8M | 5.33M | — | — |
| Q4 2025 | $557.9M | 5.58M | — | — |
| Q3 2025 | $558.4M | 5.85M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B