Back to SCHW-PJ
Almanack Investment Partners, LLC. → SCHW-PJ
Almanack Investment Partners, LLC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
35
Latest value
$901K
Q3 2026
Peak value
$30.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $253K |
| Q4 2025 | $334K |
| Q4 2025 | $30.7M |
| Q4 2025 | $11.7M |
| Q4 2025 | $6.2M |
| Q4 2025 | $25.2M |
| Q4 2025 | $1.8M |
| Q4 2025 | $738K |
| Q1 2026 | $238K |
| Q1 2026 | $299K |
| Q1 2026 | $22M |
| Q1 2026 | $13.1M |
| Q1 2026 | $11.8M |
| Q1 2026 | $27.2M |
| Q1 2026 | $1.8M |
| Q1 2026 | $329K |
| Q1 2026 | $784K |
| Q2 2026 | $239K |
| Q2 2026 | $221K |
| Q2 2026 | $17.1M |
| Q2 2026 | $6.8M |
| Q2 2026 | $422K |
| Q2 2026 | $22.3M |
| Q2 2026 | $1.8M |
| Q2 2026 | $918K |
| Q2 2026 | $905K |
| Q3 2026 | $258K |
| Q3 2026 | $224K |
| Q3 2026 | $18.4M |
| Q3 2026 | $1.5M |
| Q3 2026 | $24.7M |
| Q3 2026 | $25.3M |
| Q3 2026 | $10M |
| Q3 2026 | $1.2M |
| Q3 2026 | $901K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $901K | 32.8K | — | — |
| Q3 2026 | $1.2M | 35.6K | — | — |
| Q3 2026 | $10M | 185.1K | — | — |
| Q3 2026 | $25.3M | 605.1K | — | — |
| Q3 2026 | $24.7M | 676.8K | — | — |
| Q3 2026 | $1.5M | 42.7K | — | — |
| Q3 2026 | $18.4M | 613.8K | — | — |
| Q3 2026 | $224K | 7.7K | — | — |
| Q3 2026 | $258K | 2.6K | — | — |
| Q2 2026 | $905K | 32.7K | — | — |
| Q2 2026 | $918K | 28.9K | — | — |
| Q2 2026 | $1.8M | 33.3K | — | — |
| Q2 2026 | $22.3M | 561.2K | — | — |
| Q2 2026 | $422K | 11.6K | — | — |
| Q2 2026 | $6.8M | 201.8K | — | — |
| Q2 2026 | $17.1M | 581.4K | — | — |
| Q2 2026 | $221K | 7.6K | — | — |
| Q2 2026 | $239K | 2.6K | — | — |
| Q1 2026 | $784K | 31.7K | — | — |
| Q1 2026 | $329K | 10.7K | — | — |
| Q1 2026 | $1.8M | 36.5K | — | — |
| Q1 2026 | $27.2M | 712.0K | — | — |
| Q1 2026 | $11.8M | 356.8K | — | — |
| Q1 2026 | $13.1M | 450.4K | — | — |
| Q1 2026 | $22M | 856.7K | — | — |
| Q1 2026 | $299K | 11.9K | — | — |
| Q1 2026 | $238K | 2.5K | — | — |
| Q4 2025 | $738K | 30.7K | — | — |
| Q4 2025 | $1.8M | 38.7K | — | — |
| Q4 2025 | $25.2M | 698.8K | — | — |
| Q4 2025 | $6.2M | 188.2K | — | — |
| Q4 2025 | $11.7M | 360.2K | — | — |
| Q4 2025 | $30.7M | 1.14M | — | — |
| Q4 2025 | $334K | 12.7K | — | — |
| Q4 2025 | $253K | 2.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B