Back to SCHW-PJ
DMC Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
10
Latest value
$512K
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q3 2025 | $685K |
| Q4 2025 | $2M |
| Q4 2025 | $672K |
| Q1 2026 | $2M |
| Q1 2026 | $653K |
| Q2 2026 | $1.9M |
| Q2 2026 | $611K |
| Q3 2026 | $2.1M |
| Q3 2026 | $512K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $512K | 20.4K | — | — |
| Q3 2026 | $2.1M | 87.4K | — | — |
| Q2 2026 | $611K | 23.1K | — | — |
| Q2 2026 | $1.9M | 79.5K | — | — |
| Q1 2026 | $653K | 24.5K | — | — |
| Q1 2026 | $2M | 84.2K | — | — |
| Q4 2025 | $672K | 25.4K | — | — |
| Q4 2025 | $2M | 83.1K | — | — |
| Q3 2025 | $685K | 25.4K | — | — |
| Q3 2025 | $1.9M | 78.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B