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Curbstone Financial Management Corp → SCHW-PJ
Curbstone Financial Management Corp SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
44
Latest value
$5.2M
Q3 2026
Peak value
$23M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8M |
| Q4 2025 | $7.5M |
| Q4 2025 | $16.5M |
| Q4 2025 | $15M |
| Q4 2025 | $9.2M |
| Q4 2025 | $3M |
| Q4 2025 | $13.4M |
| Q4 2025 | $19.6M |
| Q4 2025 | $3.6M |
| Q4 2025 | $1M |
| Q4 2025 | $5.2M |
| Q1 2026 | $7.6M |
| Q1 2026 | $7.1M |
| Q1 2026 | $14.9M |
| Q1 2026 | $16M |
| Q1 2026 | $9.5M |
| Q1 2026 | $3M |
| Q1 2026 | $15.5M |
| Q1 2026 | $20.3M |
| Q1 2026 | $4.4M |
| Q1 2026 | $1.1M |
| Q1 2026 | $5.4M |
| Q2 2026 | $8.8M |
| Q2 2026 | $8.3M |
| Q2 2026 | $17.2M |
| Q2 2026 | $19.1M |
| Q2 2026 | $11.2M |
| Q2 2026 | $3.3M |
| Q2 2026 | $15.8M |
| Q2 2026 | $22.7M |
| Q2 2026 | $4.3M |
| Q2 2026 | $1.2M |
| Q2 2026 | $5.5M |
| Q3 2026 | $8.5M |
| Q3 2026 | $8.6M |
| Q3 2026 | $17.8M |
| Q3 2026 | $17.9M |
| Q3 2026 | $10.3M |
| Q3 2026 | $3.4M |
| Q3 2026 | $17.1M |
| Q3 2026 | $23M |
| Q3 2026 | $4.1M |
| Q3 2026 | $1M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 206.4K | — | — |
| Q3 2026 | $1M | 47.2K | — | — |
| Q3 2026 | $4.1M | 186.9K | — | — |
| Q3 2026 | $23M | 836.1K | — | — |
| Q3 2026 | $17.1M | 525.2K | — | — |
| Q3 2026 | $3.4M | 93.9K | — | — |
| Q3 2026 | $10.3M | 314.3K | — | — |
| Q3 2026 | $17.9M | 526.8K | — | — |
| Q3 2026 | $17.8M | 494.6K | — | — |
| Q3 2026 | $8.6M | 285.8K | — | — |
| Q3 2026 | $8.5M | 288.6K | — | — |
| Q2 2026 | $5.5M | 206.9K | — | — |
| Q2 2026 | $1.2M | 48.7K | — | — |
| Q2 2026 | $4.3M | 187.5K | — | — |
| Q2 2026 | $22.7M | 819.9K | — | — |
| Q2 2026 | $15.8M | 498.7K | — | — |
| Q2 2026 | $3.3M | 91.1K | — | — |
| Q2 2026 | $11.2M | 310.8K | — | — |
| Q2 2026 | $19.1M | 518.8K | — | — |
| Q2 2026 | $17.2M | 509.6K | — | — |
| Q2 2026 | $8.3M | 280.7K | — | — |
| Q2 2026 | $8.8M | 304.6K | — | — |
| Q1 2026 | $5.4M | 204.2K | — | — |
| Q1 2026 | $1.1M | 49.1K | — | — |
| Q1 2026 | $4.4M | 187.5K | — | — |
| Q1 2026 | $20.3M | 821.2K | — | — |
| Q1 2026 | $15.5M | 505.8K | — | — |
| Q1 2026 | $3M | 91.7K | — | — |
| Q1 2026 | $9.5M | 327.5K | — | — |
| Q1 2026 | $16M | 515.3K | — | — |
| Q1 2026 | $14.9M | 512.3K | — | — |
| Q1 2026 | $7.1M | 278.8K | — | — |
| Q1 2026 | $7.6M | 302.5K | — | — |
| Q4 2025 | $5.2M | 197.3K | — | — |
| Q4 2025 | $1M | 49.3K | — | — |
| Q4 2025 | $3.6M | 154.4K | — | — |
| Q4 2025 | $19.6M | 814.2K | — | — |
| Q4 2025 | $13.4M | 490.2K | — | — |
| Q4 2025 | $3M | 91.5K | — | — |
| Q4 2025 | $9.2M | 322.2K | — | — |
| Q4 2025 | $15M | 497.9K | — | — |
| Q4 2025 | $16.5M | 506.3K | — | — |
| Q4 2025 | $7.5M | 279.2K | — | — |
| Q4 2025 | $8M | 303.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B