Back to SCHW-PJ
BIRCHBROOK, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
66
Latest value
$91K
Q3 2026
Peak value
$6.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $207K |
| Q3 2025 | $36K |
| Q3 2025 | $6.4M |
| Q3 2025 | $2.9M |
| Q3 2025 | $4.8M |
| Q3 2025 | $294K |
| Q3 2025 | $6K |
| Q3 2025 | $166K |
| Q3 2025 | $7K |
| Q3 2025 | $475K |
| Q3 2025 | $3K |
| Q3 2025 | $23K |
| Q3 2025 | $426K |
| Q3 2025 | $114K |
| Q4 2025 | $216K |
| Q4 2025 | $37K |
| Q4 2025 | $6.5M |
| Q4 2025 | $2.9M |
| Q4 2025 | $4.8M |
| Q4 2025 | $300K |
| Q4 2025 | $4K |
| Q4 2025 | $163K |
| Q4 2025 | $7K |
| Q4 2025 | $491K |
| Q4 2025 | $3K |
| Q4 2025 | $438K |
| Q4 2025 | $112K |
| Q1 2026 | $204K |
| Q1 2026 | $22K |
| Q1 2026 | $1.7M |
| Q1 2026 | $2.7M |
| Q1 2026 | $4.8M |
| Q1 2026 | $306K |
| Q1 2026 | $4K |
| Q1 2026 | $164K |
| Q1 2026 | $8K |
| Q1 2026 | $474K |
| Q1 2026 | $3K |
| Q1 2026 | $436K |
| Q1 2026 | $112K |
| Q2 2026 | $200K |
| Q2 2026 | $23K |
| Q2 2026 | $1.7M |
| Q2 2026 | $3.2M |
| Q2 2026 | $5.4M |
| Q2 2026 | $380K |
| Q2 2026 | $5K |
| Q2 2026 | $180K |
| Q2 2026 | $18K |
| Q2 2026 | $514K |
| Q2 2026 | $3K |
| Q2 2026 | $444K |
| Q2 2026 | $96K |
| Q3 2026 | $212K |
| Q3 2026 | $21K |
| Q3 2026 | $1.6M |
| Q3 2026 | $3.3M |
| Q3 2026 | $4.7M |
| Q3 2026 | $343K |
| Q3 2026 | $5K |
| Q3 2026 | $181K |
| Q3 2026 | $19K |
| Q3 2026 | $487K |
| Q3 2026 | $3K |
| Q3 2026 | $442K |
| Q3 2026 | $91K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $91K | 3.6K | — | — |
| Q3 2026 | $442K | 18.5K | — | — |
| Q3 2026 | $3K | 133 | — | — |
| Q3 2026 | $487K | 17.7K | — | — |
| Q3 2026 | $19K | 573 | — | — |
| Q3 2026 | $181K | 5.0K | — | — |
| Q3 2026 | $5K | 71 | — | — |
| Q3 2026 | $343K | 10.5K | — | — |
| Q3 2026 | $4.7M | 139.2K | — | — |
| Q3 2026 | $3.3M | 93.2K | — | — |
| Q3 2026 | $1.6M | 53.2K | — | — |
| Q3 2026 | $21K | 729 | — | — |
| Q3 2026 | $212K | 2.2K | — | — |
| Q2 2026 | $96K | 3.6K | — | — |
| Q2 2026 | $444K | 18.4K | — | — |
| Q2 2026 | $3K | 132 | — | — |
| Q2 2026 | $514K | 18.6K | — | — |
| Q2 2026 | $18K | 569 | — | — |
| Q2 2026 | $180K | 5.0K | — | — |
| Q2 2026 | $5K | 71 | — | — |
| Q2 2026 | $380K | 10.5K | — | — |
| Q2 2026 | $5.4M | 145.6K | — | — |
| Q2 2026 | $3.2M | 94.0K | — | — |
| Q2 2026 | $1.7M | 58.7K | — | — |
| Q2 2026 | $23K | 809 | — | — |
| Q2 2026 | $200K | 2.2K | — | — |
| Q1 2026 | $112K | 4.2K | — | — |
| Q1 2026 | $436K | 18.0K | — | — |
| Q1 2026 | $3K | 131 | — | — |
| Q1 2026 | $474K | 19.2K | — | — |
| Q1 2026 | $8K | 251 | — | — |
| Q1 2026 | $164K | 5.0K | — | — |
| Q1 2026 | $4K | 71 | — | — |
| Q1 2026 | $306K | 10.5K | — | — |
| Q1 2026 | $4.8M | 156.1K | — | — |
| Q1 2026 | $2.7M | 92.1K | — | — |
| Q1 2026 | $1.7M | 66.6K | — | — |
| Q1 2026 | $22K | 871 | — | — |
| Q1 2026 | $204K | 2.2K | — | — |
| Q4 2025 | $112K | 4.2K | — | — |
| Q4 2025 | $438K | 18.0K | — | — |
| Q4 2025 | $3K | 130 | — | — |
| Q4 2025 | $491K | 20.4K | — | — |
| Q4 2025 | $7K | 249 | — | — |
| Q4 2025 | $163K | 5.0K | — | — |
| Q4 2025 | $4K | 71 | — | — |
| Q4 2025 | $300K | 10.5K | — | — |
| Q4 2025 | $4.8M | 159.1K | — | — |
| Q4 2025 | $2.9M | 89.6K | — | — |
| Q4 2025 | $6.5M | 241.6K | — | — |
| Q4 2025 | $37K | 1.4K | — | — |
| Q4 2025 | $216K | 2.2K | — | — |
| Q3 2025 | $114K | 4.2K | — | — |
| Q3 2025 | $426K | 17.5K | — | — |
| Q3 2025 | $23K | 1.1K | — | — |
| Q3 2025 | $3K | 128 | — | — |
| Q3 2025 | $475K | 20.4K | — | — |
| Q3 2025 | $7K | 248 | — | — |
| Q3 2025 | $166K | 5.0K | — | — |
| Q3 2025 | $6K | 70 | — | — |
| Q3 2025 | $294K | 10.5K | — | — |
| Q3 2025 | $4.8M | 162.8K | — | — |
| Q3 2025 | $2.9M | 92.3K | — | — |
| Q3 2025 | $6.4M | 244.8K | — | — |
| Q3 2025 | $36K | 1.4K | — | — |
| Q3 2025 | $207K | 2.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B