Back to SCHW-PJ
Capital Planning LLC → SCHW-PJ
Capital Planning LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
31
Latest value
$297K
Q3 2026
Peak value
$29.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $25.1M |
| Q3 2025 | $3.6M |
| Q3 2025 | $699K |
| Q3 2025 | $464K |
| Q3 2025 | $415K |
| Q4 2025 | $520K |
| Q4 2025 | $25.6M |
| Q4 2025 | $4.2M |
| Q4 2025 | $382K |
| Q4 2025 | $614K |
| Q4 2025 | $517K |
| Q1 2026 | $215K |
| Q1 2026 | $26.4M |
| Q1 2026 | $5M |
| Q1 2026 | $355K |
| Q1 2026 | $581K |
| Q1 2026 | $680K |
| Q1 2026 | $428K |
| Q2 2026 | $875K |
| Q2 2026 | $475K |
| Q2 2026 | $28M |
| Q2 2026 | $5.9M |
| Q2 2026 | $479K |
| Q2 2026 | $324K |
| Q2 2026 | $761K |
| Q2 2026 | $255K |
| Q3 2026 | $886K |
| Q3 2026 | $29.2M |
| Q3 2026 | $5.3M |
| Q3 2026 | $297K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $297K | 9.1K | — | — |
| Q3 2026 | $5.3M | 155.9K | — | — |
| Q3 2026 | $29.2M | 811.6K | — | — |
| Q3 2026 | $886K | 30.2K | — | — |
| Q2 2026 | $255K | 9.2K | — | — |
| Q2 2026 | $761K | 24.0K | — | — |
| Q2 2026 | $324K | 8.9K | — | — |
| Q2 2026 | $479K | 13.3K | — | — |
| Q2 2026 | $5.9M | 159.4K | — | — |
| Q2 2026 | $28M | 828.4K | — | — |
| Q2 2026 | $475K | 16.1K | — | — |
| Q2 2026 | $875K | 30.2K | — | — |
| Q1 2026 | $428K | 17.3K | — | — |
| Q1 2026 | $680K | 22.1K | — | — |
| Q1 2026 | $581K | 17.6K | — | — |
| Q1 2026 | $355K | 12.2K | — | — |
| Q1 2026 | $5M | 160.5K | — | — |
| Q1 2026 | $26.4M | 906.3K | — | — |
| Q1 2026 | $215K | 8.4K | — | — |
| Q4 2025 | $517K | 21.2K | — | — |
| Q4 2025 | $614K | 22.1K | — | — |
| Q4 2025 | $382K | 11.4K | — | — |
| Q4 2025 | $4.2M | 137.4K | — | — |
| Q4 2025 | $25.6M | 788.9K | — | — |
| Q4 2025 | $520K | 19.3K | — | — |
| Q3 2025 | $415K | 17.8K | — | — |
| Q3 2025 | $464K | 17.0K | — | — |
| Q3 2025 | $699K | 21.0K | — | — |
| Q3 2025 | $3.6M | 120.1K | — | — |
| Q3 2025 | $25.1M | 788.1K | — | — |
| Q3 2025 | $1M | 38.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B