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Charles Schwab Trust Co → SCHW-PJ
Charles Schwab Trust Co SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
76
Latest value
$31M
Q3 2026
Peak value
$152.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $113.4M |
| Q4 2025 | $57.2M |
| Q4 2025 | $223K |
| Q4 2025 | $22.3M |
| Q4 2025 | $8.7M |
| Q4 2025 | $21.9M |
| Q4 2025 | $427K |
| Q4 2025 | $14.5M |
| Q4 2025 | $47.3M |
| Q4 2025 | $12.7M |
| Q4 2025 | $84.6M |
| Q4 2025 | $10.8M |
| Q4 2025 | $84.3M |
| Q4 2025 | $145.2M |
| Q4 2025 | $28.4M |
| Q4 2025 | $2M |
| Q4 2025 | $25.3M |
| Q4 2025 | $6.7M |
| Q4 2025 | $19.2M |
| Q1 2026 | $106.7M |
| Q1 2026 | $56.1M |
| Q1 2026 | $230K |
| Q1 2026 | $23.8M |
| Q1 2026 | $9M |
| Q1 2026 | $22.8M |
| Q1 2026 | $511K |
| Q1 2026 | $15.7M |
| Q1 2026 | $50.4M |
| Q1 2026 | $13.8M |
| Q1 2026 | $89.6M |
| Q1 2026 | $14.1M |
| Q1 2026 | $86.2M |
| Q1 2026 | $149M |
| Q1 2026 | $32.2M |
| Q1 2026 | $2.1M |
| Q1 2026 | $26.7M |
| Q1 2026 | $7.3M |
| Q1 2026 | $20.5M |
| Q2 2026 | $124.7M |
| Q2 2026 | $78.2M |
| Q2 2026 | $274K |
| Q2 2026 | $31.4M |
| Q2 2026 | $8.9M |
| Q2 2026 | $59.9M |
| Q2 2026 | $464K |
| Q2 2026 | $16.3M |
| Q2 2026 | $53.9M |
| Q2 2026 | $16.4M |
| Q2 2026 | $112.2M |
| Q2 2026 | $14.5M |
| Q2 2026 | $107.5M |
| Q2 2026 | $152.7M |
| Q2 2026 | $35.5M |
| Q2 2026 | $2.2M |
| Q2 2026 | $27.5M |
| Q2 2026 | $7.2M |
| Q2 2026 | $29.8M |
| Q3 2026 | $107.8M |
| Q3 2026 | $84.1M |
| Q3 2026 | $293K |
| Q3 2026 | $30.6M |
| Q3 2026 | $8.9M |
| Q3 2026 | $61.3M |
| Q3 2026 | $459K |
| Q3 2026 | $9.6M |
| Q3 2026 | $45.9M |
| Q3 2026 | $9.8M |
| Q3 2026 | $112.5M |
| Q3 2026 | $15.2M |
| Q3 2026 | $106.7M |
| Q3 2026 | $85.3M |
| Q3 2026 | $32.7M |
| Q3 2026 | $2.2M |
| Q3 2026 | $25.8M |
| Q3 2026 | $5.6M |
| Q3 2026 | $31M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $31M | 622.6K | — | — |
| Q3 2026 | $5.6M | 224.2K | — | — |
| Q3 2026 | $25.8M | 1.08M | — | — |
| Q3 2026 | $2.2M | 94.4K | — | — |
| Q3 2026 | $32.7M | 1.48M | — | — |
| Q3 2026 | $85.3M | 3.86M | — | — |
| Q3 2026 | $106.7M | 3.88M | — | — |
| Q3 2026 | $15.2M | 466.8K | — | — |
| Q3 2026 | $112.5M | 3.57M | — | — |
| Q3 2026 | $9.8M | 281.0K | — | — |
| Q3 2026 | $45.9M | 854.2K | — | — |
| Q3 2026 | $9.6M | 229.5K | — | — |
| Q3 2026 | $459K | 19.0K | — | — |
| Q3 2026 | $61.3M | 1.68M | — | — |
| Q3 2026 | $8.9M | 283.2K | — | — |
| Q3 2026 | $30.6M | 938.9K | — | — |
| Q3 2026 | $293K | 8.6K | — | — |
| Q3 2026 | $84.1M | 2.34M | — | — |
| Q3 2026 | $107.8M | 3.59M | — | — |
| Q2 2026 | $29.8M | 619.2K | — | — |
| Q2 2026 | $7.2M | 272.7K | — | — |
| Q2 2026 | $27.5M | 1.14M | — | — |
| Q2 2026 | $2.2M | 89.8K | — | — |
| Q2 2026 | $35.5M | 1.50M | — | — |
| Q2 2026 | $152.7M | 6.60M | — | — |
| Q2 2026 | $107.5M | 3.88M | — | — |
| Q2 2026 | $14.5M | 458.6K | — | — |
| Q2 2026 | $112.2M | 3.61M | — | — |
| Q2 2026 | $16.4M | 431.2K | — | — |
| Q2 2026 | $53.9M | 1.02M | — | — |
| Q2 2026 | $16.3M | 409.6K | — | — |
| Q2 2026 | $464K | 18.8K | — | — |
| Q2 2026 | $59.9M | 1.65M | — | — |
| Q2 2026 | $8.9M | 281.1K | — | — |
| Q2 2026 | $31.4M | 869.3K | — | — |
| Q2 2026 | $274K | 7.4K | — | — |
| Q2 2026 | $78.2M | 2.31M | — | — |
| Q2 2026 | $124.7M | 4.24M | — | — |
| Q1 2026 | $20.5M | 438.3K | — | — |
| Q1 2026 | $7.3M | 272.7K | — | — |
| Q1 2026 | $26.7M | 1.10M | — | — |
| Q1 2026 | $2.1M | 86.0K | — | — |
| Q1 2026 | $32.2M | 1.50M | — | — |
| Q1 2026 | $149M | 6.41M | — | — |
| Q1 2026 | $86.2M | 3.48M | — | — |
| Q1 2026 | $14.1M | 460.6K | — | — |
| Q1 2026 | $89.6M | 3.22M | — | — |
| Q1 2026 | $13.8M | 424.5K | — | — |
| Q1 2026 | $50.4M | 1.03M | — | — |
| Q1 2026 | $15.7M | 411.4K | — | — |
| Q1 2026 | $511K | 20.7K | — | — |
| Q1 2026 | $22.8M | 692.0K | — | — |
| Q1 2026 | $9M | 284.3K | — | — |
| Q1 2026 | $23.8M | 817.5K | — | — |
| Q1 2026 | $230K | 7.4K | — | — |
| Q1 2026 | $56.1M | 1.92M | — | — |
| Q1 2026 | $106.7M | 4.16M | — | — |
| Q4 2025 | $19.2M | 422.4K | — | — |
| Q4 2025 | $6.7M | 251.9K | — | — |
| Q4 2025 | $25.3M | 1.04M | — | — |
| Q4 2025 | $2M | 81.3K | — | — |
| Q4 2025 | $28.4M | 1.36M | — | — |
| Q4 2025 | $145.2M | 6.22M | — | — |
| Q4 2025 | $84.3M | 3.51M | — | — |
| Q4 2025 | $10.8M | 393.6K | — | — |
| Q4 2025 | $84.6M | 3.11M | — | — |
| Q4 2025 | $12.7M | 403.3K | — | — |
| Q4 2025 | $47.3M | 1.05M | — | — |
| Q4 2025 | $14.5M | 400.8K | — | — |
| Q4 2025 | $427K | 17.1K | — | — |
| Q4 2025 | $21.9M | 668.3K | — | — |
| Q4 2025 | $8.7M | 292.0K | — | — |
| Q4 2025 | $22.3M | 782.8K | — | — |
| Q4 2025 | $223K | 7.4K | — | — |
| Q4 2025 | $57.2M | 1.75M | — | — |
| Q4 2025 | $113.4M | 4.21M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B