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Dickmeyer Boyce Financial Management, Inc. → SCHW-PJ
Dickmeyer Boyce Financial Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$7.9M
Q3 2026
Peak value
$7.9M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $241K |
| Q1 2026 | $333K |
| Q1 2026 | $986K |
| Q1 2026 | $908K |
| Q1 2026 | $1.6M |
| Q1 2026 | $7M |
| Q2 2026 | $338K |
| Q2 2026 | $534K |
| Q2 2026 | $377K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.2M |
| Q2 2026 | $2.2M |
| Q2 2026 | $7.5M |
| Q3 2026 | $345K |
| Q3 2026 | $602K |
| Q3 2026 | $329K |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.7M |
| Q3 2026 | $2.1M |
| Q3 2026 | $7.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.9M | 241.4K | — | — |
| Q3 2026 | $2.1M | 60.4K | — | — |
| Q3 2026 | $1.7M | 32.3K | — | — |
| Q3 2026 | $1.1M | 35.0K | — | — |
| Q3 2026 | $329K | 9.7K | — | — |
| Q3 2026 | $602K | 16.7K | — | — |
| Q3 2026 | $345K | 11.5K | — | — |
| Q2 2026 | $7.5M | 236.2K | — | — |
| Q2 2026 | $2.2M | 56.7K | — | — |
| Q2 2026 | $1.2M | 23.7K | — | — |
| Q2 2026 | $1.2M | 34.1K | — | — |
| Q2 2026 | $377K | 10.2K | — | — |
| Q2 2026 | $534K | 15.8K | — | — |
| Q2 2026 | $338K | 11.5K | — | — |
| Q1 2026 | $7M | 226.8K | — | — |
| Q1 2026 | $1.6M | 50.3K | — | — |
| Q1 2026 | $908K | 18.5K | — | — |
| Q1 2026 | $986K | 33.9K | — | — |
| Q1 2026 | $333K | 10.7K | — | — |
| Q1 2026 | $241K | 9.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B