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Blankinship & Foster, LLC → SCHW-PJ

Blankinship & Foster, LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
15
Latest value
$2.3M
Q3 2026
Peak value
$3.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$580K
Q3 2025$3M
Q3 2025$2.2M
Q4 2025$542K
Q4 2025$3.1M
Q4 2025$2.1M
Q1 2026$519K
Q1 2026$3.1M
Q1 2026$2.1M
Q2 2026$596K
Q2 2026$3.7M
Q2 2026$2.3M
Q3 2026$569K
Q3 2026$3.4M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M63.9K——
Q3 2026$3.4M99.3K——
Q3 2026$569K19.4K——
Q2 2026$2.3M64.0K——
Q2 2026$3.7M100.6K——
Q2 2026$596K20.6K——
Q1 2026$2.1M64.0K——
Q1 2026$3.1M100.6K——
Q1 2026$519K20.7K——
Q4 2025$2.1M64.1K——
Q4 2025$3.1M101.9K——
Q4 2025$542K20.7K——
Q3 2025$2.2M66.0K——
Q3 2025$3M101.7K——
Q3 2025$580K22.6K——

Other funds holding SCHW-PJ

Other Blankinship & Foster, LLC positions

VGES

VANGUARD INTL EQUITY INDEX F

$57M
VGES

VANGUARD INTL EQUITY INDEX F

$56.7M
VGES

VANGUARD INTL EQUITY INDEX F

$50M
VGES

VANGUARD INTL EQUITY INDEX F

$47.6M
VGES

VANGUARD INTL EQUITY INDEX F

$45.4M
ETHA

ISHARES TR

$36.1M
VGES

VANGUARD INDEX FDS

$35.9M
ETHA

ISHARES TR

$35.6M