Back to SCHW-PJ
Cornerstone Planning, LLC → SCHW-PJ
Cornerstone Planning, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
16
Latest value
$486K
Q3 2026
Peak value
$20.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $302K |
| Q4 2025 | $1.3M |
| Q4 2025 | $19.7M |
| Q4 2025 | $426K |
| Q1 2026 | $284K |
| Q1 2026 | $1.2M |
| Q1 2026 | $17.7M |
| Q1 2026 | $476K |
| Q2 2026 | $279K |
| Q2 2026 | $1.4M |
| Q2 2026 | $20.2M |
| Q2 2026 | $492K |
| Q3 2026 | $279K |
| Q3 2026 | $1.4M |
| Q3 2026 | $20.3M |
| Q3 2026 | $486K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $486K | 15.3K | — | — |
| Q3 2026 | $20.3M | 685.3K | — | — |
| Q3 2026 | $1.4M | 47.7K | — | — |
| Q3 2026 | $279K | 3.0K | — | — |
| Q2 2026 | $492K | 15.5K | — | — |
| Q2 2026 | $20.2M | 685.0K | — | — |
| Q2 2026 | $1.4M | 47.7K | — | — |
| Q2 2026 | $279K | 3.0K | — | — |
| Q1 2026 | $476K | 15.5K | — | — |
| Q1 2026 | $17.7M | 691.3K | — | — |
| Q1 2026 | $1.2M | 47.7K | — | — |
| Q1 2026 | $284K | 3.0K | — | — |
| Q4 2025 | $426K | 15.5K | — | — |
| Q4 2025 | $19.7M | 731.4K | — | — |
| Q4 2025 | $1.3M | 49.0K | — | — |
| Q4 2025 | $302K | 3.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B