Back to SCHW-PJ
Diligent Investors, LLC → SCHW-PJ
Diligent Investors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
27
Latest value
$939K
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $548K |
| Q3 2025 | $975K |
| Q3 2025 | $575K |
| Q3 2025 | $3.7M |
| Q3 2025 | $1.2M |
| Q4 2025 | $573K |
| Q4 2025 | $981K |
| Q4 2025 | $584K |
| Q4 2025 | $3.6M |
| Q4 2025 | $1.2M |
| Q1 2026 | $515K |
| Q1 2026 | $939K |
| Q1 2026 | $601K |
| Q1 2026 | $3.6M |
| Q1 2026 | $1.2M |
| Q2 2026 | $529K |
| Q2 2026 | $1.1M |
| Q2 2026 | $778K |
| Q2 2026 | $4.7M |
| Q2 2026 | $241K |
| Q2 2026 | $973K |
| Q3 2026 | $561K |
| Q3 2026 | $1.1M |
| Q3 2026 | $713K |
| Q3 2026 | $4.3M |
| Q3 2026 | $249K |
| Q3 2026 | $939K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $939K | 39.6K | — | — |
| Q3 2026 | $249K | 7.6K | — | — |
| Q3 2026 | $4.3M | 130.6K | — | — |
| Q3 2026 | $713K | 21.0K | — | — |
| Q3 2026 | $1.1M | 36.4K | — | — |
| Q3 2026 | $561K | 5.7K | — | — |
| Q2 2026 | $973K | 39.5K | — | — |
| Q2 2026 | $241K | 7.6K | — | — |
| Q2 2026 | $4.7M | 130.6K | — | — |
| Q2 2026 | $778K | 21.1K | — | — |
| Q2 2026 | $1.1M | 36.4K | — | — |
| Q2 2026 | $529K | 5.7K | — | — |
| Q1 2026 | $1.2M | 46.5K | — | — |
| Q1 2026 | $3.6M | 124.4K | — | — |
| Q1 2026 | $601K | 19.4K | — | — |
| Q1 2026 | $939K | 37.4K | — | — |
| Q1 2026 | $515K | 5.5K | — | — |
| Q4 2025 | $1.2M | 46.4K | — | — |
| Q4 2025 | $3.6M | 126.6K | — | — |
| Q4 2025 | $584K | 19.4K | — | — |
| Q4 2025 | $981K | 37.4K | — | — |
| Q4 2025 | $573K | 5.7K | — | — |
| Q3 2025 | $1.2M | 48.1K | — | — |
| Q3 2025 | $3.7M | 133.2K | — | — |
| Q3 2025 | $575K | 19.4K | — | — |
| Q3 2025 | $975K | 37.9K | — | — |
| Q3 2025 | $548K | 5.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B