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DODGE & COX SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$7.1B
Q2 2026
Peak value
$7.9B
First seen
Q1 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2023 | $4.1B |
| Q2 2023 | $4.4B |
| Q3 2023 | $4.3B |
| Q4 2023 | $5.9B |
| Q4 2023 | $5.9B |
| Q1 2024 | $6.2B |
| Q2 2024 | $6.3B |
| Q3 2024 | $5.8B |
| Q4 2024 | $6.6B |
| Q1 2025 | $6.9B |
| Q2 2025 | $7.7B |
| Q3 2025 | $7.9B |
| Q4 2025 | $7.6B |
| Q1 2026 | $7B |
| Q2 2026 | $7.1B |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $7.1B | 76.97M | — | — |
| Q1 2026 | $7B | 75.00M | — | — |
| Q4 2025 | $7.6B | 76.51M | — | — |
| Q3 2025 | $7.9B | 83.04M | — | — |
| Q2 2025 | $7.7B | 84.36M | — | — |
| Q1 2025 | $6.9B | 88.75M | — | — |
| Q4 2024 | $6.6B | 89.37M | — | — |
| Q3 2024 | $5.8B | 89.59M | — | — |
| Q2 2024 | $6.3B | 85.79M | — | — |
| Q1 2024 | $6.2B | 86.30M | — | — |
| Q4 2023 | $5.9B | 86.42M | — | — |
| Q4 2023 | $5.9B | 86.42M | — | — |
| Q3 2023 | $4.3B | 78.24M | — | — |
| Q2 2023 | $4.4B | 78.40M | — | — |
| Q1 2023 | $4.1B | 78.46M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.3B
$6.8B
$6.8B