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Baer Investment Advisory LLC → SCHW-PJ
Baer Investment Advisory LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
6
Latest value
$1.3M
Q1 2026
Peak value
$46.8M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $1.1M |
| Q1 2026 | $725K |
| Q1 2026 | $366K |
| Q1 2026 | $854K |
| Q1 2026 | $46.8M |
| Q1 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q1 2026 | $1.3M | 54.3K | — | — |
| Q1 2026 | $46.8M | 1.53M | — | — |
| Q1 2026 | $854K | 17.4K | — | — |
| Q1 2026 | $366K | 12.6K | — | — |
| Q1 2026 | $725K | 24.9K | — | — |
| Q1 2026 | $1.1M | 41.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B