Back to SCHW-PJ
AMI INVESTMENT MANAGEMENT INC → SCHW-PJ
AMI INVESTMENT MANAGEMENT INC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
25
Latest value
$2M
Q3 2026
Peak value
$17.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.3M |
| Q4 2025 | $8M |
| Q4 2025 | $9.2M |
| Q4 2025 | $2M |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.9M |
| Q1 2026 | $2.2M |
| Q1 2026 | $7.4M |
| Q1 2026 | $11M |
| Q1 2026 | $1.9M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.9M |
| Q2 2026 | $2.5M |
| Q2 2026 | $8.4M |
| Q2 2026 | $14.2M |
| Q2 2026 | $1.9M |
| Q2 2026 | $1.5M |
| Q2 2026 | $2.1M |
| Q3 2026 | $2.6M |
| Q3 2026 | $8.4M |
| Q3 2026 | $17.4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.5M |
| Q3 2026 | $982K |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 74.3K | — | — |
| Q3 2026 | $982K | 30.2K | — | — |
| Q3 2026 | $1.5M | 48.3K | — | — |
| Q3 2026 | $1.4M | 39.2K | — | — |
| Q3 2026 | $17.4M | 484.1K | — | — |
| Q3 2026 | $8.4M | 281.1K | — | — |
| Q3 2026 | $2.6M | 87.3K | — | — |
| Q2 2026 | $2.1M | 74.5K | — | — |
| Q2 2026 | $1.5M | 48.3K | — | — |
| Q2 2026 | $1.9M | 52.6K | — | — |
| Q2 2026 | $14.2M | 419.8K | — | — |
| Q2 2026 | $8.4M | 284.7K | — | — |
| Q2 2026 | $2.5M | 84.8K | — | — |
| Q1 2026 | $1.9M | 75.8K | — | — |
| Q1 2026 | $1.3M | 48.3K | — | — |
| Q1 2026 | $1.9M | 57.8K | — | — |
| Q1 2026 | $11M | 375.9K | — | — |
| Q1 2026 | $7.4M | 289.6K | — | — |
| Q1 2026 | $2.2M | 86.0K | — | — |
| Q4 2025 | $1.9M | 80.6K | — | — |
| Q4 2025 | $1.3M | 47.0K | — | — |
| Q4 2025 | $2M | 61.2K | — | — |
| Q4 2025 | $9.2M | 282.9K | — | — |
| Q4 2025 | $8M | 297.1K | — | — |
| Q4 2025 | $2.3M | 87.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B