Back to SCHW-PJ
Bond & Devick Financial Network, Inc. → SCHW-PJ
Bond & Devick Financial Network, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
56
Latest value
$21M
Q3 2026
Peak value
$21M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $243K |
| Q3 2025 | $14.8M |
| Q3 2025 | $238K |
| Q3 2025 | $629K |
| Q3 2025 | $999K |
| Q3 2025 | $868K |
| Q3 2025 | $1.3M |
| Q3 2025 | $545K |
| Q3 2025 | $1.6M |
| Q3 2025 | $6M |
| Q3 2025 | $17.5M |
| Q3 2025 | $206K |
| Q4 2025 | $254K |
| Q4 2025 | $15.4M |
| Q4 2025 | $243K |
| Q4 2025 | $643K |
| Q4 2025 | $1M |
| Q4 2025 | $886K |
| Q4 2025 | $1.2M |
| Q4 2025 | $544K |
| Q4 2025 | $1.6M |
| Q4 2025 | $6.3M |
| Q4 2025 | $19.2M |
| Q1 2026 | $238K |
| Q1 2026 | $15.3M |
| Q1 2026 | $215K |
| Q1 2026 | $574K |
| Q1 2026 | $1M |
| Q1 2026 | $905K |
| Q1 2026 | $1.2M |
| Q1 2026 | $577K |
| Q1 2026 | $1.8M |
| Q1 2026 | $6.4M |
| Q1 2026 | $19.6M |
| Q2 2026 | $234K |
| Q2 2026 | $17.9M |
| Q2 2026 | $247K |
| Q2 2026 | $667K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.4M |
| Q2 2026 | $598K |
| Q2 2026 | $1.8M |
| Q2 2026 | $7.1M |
| Q2 2026 | $20.3M |
| Q3 2026 | $247K |
| Q3 2026 | $18.2M |
| Q3 2026 | $237K |
| Q3 2026 | $709K |
| Q3 2026 | $1.1M |
| Q3 2026 | $1M |
| Q3 2026 | $1.4M |
| Q3 2026 | $631K |
| Q3 2026 | $1.9M |
| Q3 2026 | $7M |
| Q3 2026 | $21M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21M | 950.9K | — | — |
| Q3 2026 | $7M | 254.1K | — | — |
| Q3 2026 | $1.9M | 59.0K | — | — |
| Q3 2026 | $631K | 15.1K | — | — |
| Q3 2026 | $1.4M | 37.4K | — | — |
| Q3 2026 | $1M | 31.1K | — | — |
| Q3 2026 | $1.1M | 34.1K | — | — |
| Q3 2026 | $709K | 19.7K | — | — |
| Q3 2026 | $237K | 7.9K | — | — |
| Q3 2026 | $18.2M | 620.7K | — | — |
| Q3 2026 | $247K | 2.5K | — | — |
| Q2 2026 | $20.3M | 879.1K | — | — |
| Q2 2026 | $7.1M | 254.8K | — | — |
| Q2 2026 | $1.8M | 58.2K | — | — |
| Q2 2026 | $598K | 15.1K | — | — |
| Q2 2026 | $1.4M | 37.4K | — | — |
| Q2 2026 | $1.1M | 31.1K | — | — |
| Q2 2026 | $1.2M | 34.1K | — | — |
| Q2 2026 | $667K | 19.7K | — | — |
| Q2 2026 | $247K | 8.4K | — | — |
| Q2 2026 | $17.9M | 616.4K | — | — |
| Q2 2026 | $234K | 2.5K | — | — |
| Q1 2026 | $19.6M | 843.7K | — | — |
| Q1 2026 | $6.4M | 259.4K | — | — |
| Q1 2026 | $1.8M | 57.6K | — | — |
| Q1 2026 | $577K | 15.1K | — | — |
| Q1 2026 | $1.2M | 37.4K | — | — |
| Q1 2026 | $905K | 31.1K | — | — |
| Q1 2026 | $1M | 34.1K | — | — |
| Q1 2026 | $574K | 19.7K | — | — |
| Q1 2026 | $215K | 8.4K | — | — |
| Q1 2026 | $15.3M | 608.3K | — | — |
| Q1 2026 | $238K | 2.5K | — | — |
| Q4 2025 | $19.2M | 823.0K | — | — |
| Q4 2025 | $6.3M | 262.4K | — | — |
| Q4 2025 | $1.6M | 57.8K | — | — |
| Q4 2025 | $544K | 15.1K | — | — |
| Q4 2025 | $1.2M | 38.0K | — | — |
| Q4 2025 | $886K | 31.1K | — | — |
| Q4 2025 | $1M | 34.1K | — | — |
| Q4 2025 | $643K | 19.7K | — | — |
| Q4 2025 | $243K | 9.0K | — | — |
| Q4 2025 | $15.4M | 586.1K | — | — |
| Q4 2025 | $254K | 2.5K | — | — |
| Q3 2025 | $206K | 8.5K | — | — |
| Q3 2025 | $17.5M | 746.5K | — | — |
| Q3 2025 | $6M | 257.2K | — | — |
| Q3 2025 | $1.6M | 56.9K | — | — |
| Q3 2025 | $545K | 15.1K | — | — |
| Q3 2025 | $1.3M | 38.0K | — | — |
| Q3 2025 | $868K | 31.1K | — | — |
| Q3 2025 | $999K | 34.3K | — | — |
| Q3 2025 | $629K | 19.7K | — | — |
| Q3 2025 | $238K | 9.0K | — | — |
| Q3 2025 | $14.8M | 575.9K | — | — |
| Q3 2025 | $243K | 2.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B