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CORDA Investment Management, LLC. → SCHW-PJ
CORDA Investment Management, LLC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
8
Latest value
$3.5M
Q3 2026
Peak value
$56.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $56.9M |
| Q4 2025 | $3.3M |
| Q1 2026 | $52M |
| Q1 2026 | $3.1M |
| Q2 2026 | $50.4M |
| Q2 2026 | $3.4M |
| Q3 2026 | $52.4M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 106.5K | — | — |
| Q3 2026 | $52.4M | 536.1K | — | — |
| Q2 2026 | $3.4M | 106.6K | — | — |
| Q2 2026 | $50.4M | 545.9K | — | — |
| Q1 2026 | $3.1M | 102.0K | — | — |
| Q1 2026 | $52M | 553.2K | — | — |
| Q4 2025 | $3.3M | 120.5K | — | — |
| Q4 2025 | $56.9M | 569.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B