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Black Diamond Financial, LLC → SCHW-PJ
Black Diamond Financial, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
54
Latest value
$278K
Q3 2026
Peak value
$67.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $508K |
| Q3 2025 | $21.2M |
| Q3 2025 | $35.7M |
| Q3 2025 | $37.1M |
| Q3 2025 | $8.2M |
| Q3 2025 | $6.9M |
| Q3 2025 | $22.7M |
| Q3 2025 | $209K |
| Q3 2025 | $2.1M |
| Q3 2025 | $14M |
| Q3 2025 | $258K |
| Q4 2025 | $526K |
| Q4 2025 | $21.5M |
| Q4 2025 | $38.2M |
| Q4 2025 | $40.5M |
| Q4 2025 | $8M |
| Q4 2025 | $6.8M |
| Q4 2025 | $26.1M |
| Q4 2025 | $2M |
| Q4 2025 | $17M |
| Q4 2025 | $259K |
| Q1 2026 | $572K |
| Q1 2026 | $20.2M |
| Q1 2026 | $36.7M |
| Q1 2026 | $43M |
| Q1 2026 | $8.3M |
| Q1 2026 | $6.8M |
| Q1 2026 | $27.8M |
| Q1 2026 | $217K |
| Q1 2026 | $2.2M |
| Q1 2026 | $17.5M |
| Q1 2026 | $261K |
| Q2 2026 | $666K |
| Q2 2026 | $23.1M |
| Q2 2026 | $60.3M |
| Q2 2026 | $61.2M |
| Q2 2026 | $11.9M |
| Q2 2026 | $8.4M |
| Q2 2026 | $267K |
| Q2 2026 | $32.8M |
| Q2 2026 | $2.5M |
| Q2 2026 | $19.8M |
| Q2 2026 | $268K |
| Q3 2026 | $658K |
| Q3 2026 | $23.1M |
| Q3 2026 | $67.5M |
| Q3 2026 | $62.4M |
| Q3 2026 | $10.9M |
| Q3 2026 | $7.3M |
| Q3 2026 | $289K |
| Q3 2026 | $34.1M |
| Q3 2026 | $2.3M |
| Q3 2026 | $22.4M |
| Q3 2026 | $278K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $278K | 5.6K | — | — |
| Q3 2026 | $22.4M | 940.6K | — | — |
| Q3 2026 | $2.3M | 102.8K | — | — |
| Q3 2026 | $34.1M | 1.24M | — | — |
| Q3 2026 | $289K | 8.9K | — | — |
| Q3 2026 | $7.3M | 223.3K | — | — |
| Q3 2026 | $10.9M | 319.3K | — | — |
| Q3 2026 | $62.4M | 1.87M | — | — |
| Q3 2026 | $67.5M | 1.88M | — | — |
| Q3 2026 | $23.1M | 769.1K | — | — |
| Q3 2026 | $658K | 22.5K | — | — |
| Q2 2026 | $268K | 5.6K | — | — |
| Q2 2026 | $19.8M | 822.0K | — | — |
| Q2 2026 | $2.5M | 105.4K | — | — |
| Q2 2026 | $32.8M | 1.18M | — | — |
| Q2 2026 | $267K | 8.4K | — | — |
| Q2 2026 | $8.4M | 232.6K | — | — |
| Q2 2026 | $11.9M | 323.2K | — | — |
| Q2 2026 | $61.2M | 1.76M | — | — |
| Q2 2026 | $60.3M | 1.78M | — | — |
| Q2 2026 | $23.1M | 783.8K | — | — |
| Q2 2026 | $666K | 23.0K | — | — |
| Q1 2026 | $261K | 5.6K | — | — |
| Q1 2026 | $17.5M | 723.1K | — | — |
| Q1 2026 | $2.2M | 103.9K | — | — |
| Q1 2026 | $217K | 9.3K | — | — |
| Q1 2026 | $27.8M | 1.12M | — | — |
| Q1 2026 | $6.8M | 234.2K | — | — |
| Q1 2026 | $8.3M | 266.9K | — | — |
| Q1 2026 | $43M | 1.41M | — | — |
| Q1 2026 | $36.7M | 1.26M | — | — |
| Q1 2026 | $20.2M | 787.5K | — | — |
| Q1 2026 | $572K | 22.8K | — | — |
| Q4 2025 | $259K | 5.7K | — | — |
| Q4 2025 | $17M | 697.3K | — | — |
| Q4 2025 | $2M | 97.5K | — | — |
| Q4 2025 | $26.1M | 1.09M | — | — |
| Q4 2025 | $6.8M | 238.3K | — | — |
| Q4 2025 | $8M | 266.9K | — | — |
| Q4 2025 | $40.5M | 1.37M | — | — |
| Q4 2025 | $38.2M | 1.17M | — | — |
| Q4 2025 | $21.5M | 797.1K | — | — |
| Q4 2025 | $526K | 20.0K | — | — |
| Q3 2025 | $258K | 5.7K | — | — |
| Q3 2025 | $14M | 573.0K | — | — |
| Q3 2025 | $2.1M | 97.3K | — | — |
| Q3 2025 | $209K | 8.9K | — | — |
| Q3 2025 | $22.7M | 973.8K | — | — |
| Q3 2025 | $6.9M | 246.9K | — | — |
| Q3 2025 | $8.2M | 276.9K | — | — |
| Q3 2025 | $37.1M | 1.28M | — | — |
| Q3 2025 | $35.7M | 1.12M | — | — |
| Q3 2025 | $21.2M | 804.6K | — | — |
| Q3 2025 | $508K | 19.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B