Back to SCHW-PJ
Boltwood Capital Management → SCHW-PJ
Boltwood Capital Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
30
Latest value
$30.9M
Q3 2026
Peak value
$31.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $750K |
| Q3 2025 | $2.7M |
| Q3 2025 | $2.6M |
| Q3 2025 | $3.2M |
| Q3 2025 | $8.1M |
| Q3 2025 | $26.7M |
| Q4 2025 | $777K |
| Q4 2025 | $2.7M |
| Q4 2025 | $2.7M |
| Q4 2025 | $3.3M |
| Q4 2025 | $7.9M |
| Q4 2025 | $27.5M |
| Q1 2026 | $755K |
| Q1 2026 | $2.6M |
| Q1 2026 | $2.9M |
| Q1 2026 | $3.4M |
| Q1 2026 | $8.4M |
| Q1 2026 | $28.4M |
| Q2 2026 | $781K |
| Q2 2026 | $3M |
| Q2 2026 | $3.6M |
| Q2 2026 | $4.3M |
| Q2 2026 | $9.6M |
| Q2 2026 | $31.4M |
| Q3 2026 | $862K |
| Q3 2026 | $3M |
| Q3 2026 | $3.3M |
| Q3 2026 | $3.8M |
| Q3 2026 | $9.8M |
| Q3 2026 | $30.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.9M | 1.12M | — | — |
| Q3 2026 | $9.8M | 269.4K | — | — |
| Q3 2026 | $3.8M | 117.7K | — | — |
| Q3 2026 | $3.3M | 97.6K | — | — |
| Q3 2026 | $3M | 101.1K | — | — |
| Q3 2026 | $862K | 8.8K | — | — |
| Q2 2026 | $31.4M | 1.13M | — | — |
| Q2 2026 | $9.6M | 264.1K | — | — |
| Q2 2026 | $4.3M | 117.8K | — | — |
| Q2 2026 | $3.6M | 96.8K | — | — |
| Q2 2026 | $3M | 102.6K | — | — |
| Q2 2026 | $781K | 8.5K | — | — |
| Q1 2026 | $28.4M | 1.15M | — | — |
| Q1 2026 | $8.4M | 255.7K | — | — |
| Q1 2026 | $3.4M | 117.9K | — | — |
| Q1 2026 | $2.9M | 95.3K | — | — |
| Q1 2026 | $2.6M | 102.8K | — | — |
| Q1 2026 | $755K | 8.0K | — | — |
| Q4 2025 | $27.5M | 1.14M | — | — |
| Q4 2025 | $7.9M | 241.7K | — | — |
| Q4 2025 | $3.3M | 114.6K | — | — |
| Q4 2025 | $2.7M | 91.0K | — | — |
| Q4 2025 | $2.7M | 103.3K | — | — |
| Q4 2025 | $777K | 7.8K | — | — |
| Q3 2025 | $26.7M | 1.15M | — | — |
| Q3 2025 | $8.1M | 242.0K | — | — |
| Q3 2025 | $3.2M | 113.4K | — | — |
| Q3 2025 | $2.6M | 88.8K | — | — |
| Q3 2025 | $2.7M | 105.8K | — | — |
| Q3 2025 | $750K | 7.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B