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Barry Investment Advisors, LLC → SCHW-PJ
Barry Investment Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$14.4M
Q3 2026
Peak value
$46.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $34.1M |
| Q3 2025 | $6.2M |
| Q4 2025 | $35.9M |
| Q4 2025 | $6.1M |
| Q1 2026 | $39.1M |
| Q1 2026 | $7.7M |
| Q2 2026 | $43.5M |
| Q2 2026 | $10.3M |
| Q3 2026 | $46.8M |
| Q3 2026 | $14.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.4M | 443.6K | — | — |
| Q3 2026 | $46.8M | 870.7K | — | — |
| Q2 2026 | $10.3M | 326.3K | — | — |
| Q2 2026 | $43.5M | 824.7K | — | — |
| Q1 2026 | $7.7M | 251.2K | — | — |
| Q1 2026 | $39.1M | 799.4K | — | — |
| Q4 2025 | $6.1M | 220.8K | — | — |
| Q4 2025 | $35.9M | 793.7K | — | — |
| Q3 2025 | $6.2M | 225.7K | — | — |
| Q3 2025 | $34.1M | 793.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B