Back to SCHW-PJ
Downshift Financial, LLC → SCHW-PJ
Downshift Financial, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
68
Latest value
$2K
Q3 2026
Peak value
$28.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.4M |
| Q4 2025 | $20M |
| Q4 2025 | $6.9M |
| Q4 2025 | $4.3M |
| Q4 2025 | $285K |
| Q4 2025 | $628K |
| Q4 2025 | $464K |
| Q4 2025 | $17.1M |
| Q4 2025 | $1.2M |
| Q4 2025 | $240K |
| Q4 2025 | $13.7M |
| Q4 2025 | $775K |
| Q4 2025 | $705K |
| Q1 2026 | $19.2M |
| Q1 2026 | $18.5M |
| Q1 2026 | $3.5M |
| Q1 2026 | $6.5M |
| Q1 2026 | $3.6M |
| Q1 2026 | $306K |
| Q1 2026 | $698K |
| Q1 2026 | $565K |
| Q1 2026 | $19.4M |
| Q1 2026 | $531K |
| Q1 2026 | $293K |
| Q1 2026 | $16.9M |
| Q1 2026 | $862K |
| Q1 2026 | $408K |
| Q2 2026 | $923 |
| Q2 2026 | $26.3M |
| Q2 2026 | $16.3M |
| Q2 2026 | $3.6M |
| Q2 2026 | $47K |
| Q2 2026 | $5.9M |
| Q2 2026 | $3.5M |
| Q2 2026 | $122K |
| Q2 2026 | $315K |
| Q2 2026 | $6K |
| Q2 2026 | $724K |
| Q2 2026 | $13K |
| Q2 2026 | $38K |
| Q2 2026 | $567K |
| Q2 2026 | $22.3M |
| Q2 2026 | $529K |
| Q2 2026 | $293K |
| Q2 2026 | $17.9M |
| Q2 2026 | $882K |
| Q2 2026 | $402K |
| Q2 2026 | $2K |
| Q3 2026 | $28.8M |
| Q3 2026 | $13M |
| Q3 2026 | $3.8M |
| Q3 2026 | $46K |
| Q3 2026 | $4.5M |
| Q3 2026 | $2.7M |
| Q3 2026 | $121K |
| Q3 2026 | $316K |
| Q3 2026 | $6K |
| Q3 2026 | $737K |
| Q3 2026 | $12K |
| Q3 2026 | $38K |
| Q3 2026 | $514K |
| Q3 2026 | $21.4M |
| Q3 2026 | $505K |
| Q3 2026 | $273K |
| Q3 2026 | $19.7M |
| Q3 2026 | $1.1M |
| Q3 2026 | $381K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 37 | — | — |
| Q3 2026 | $381K | 15.2K | — | — |
| Q3 2026 | $1.1M | 46.6K | — | — |
| Q3 2026 | $19.7M | 829.8K | — | — |
| Q3 2026 | $273K | 12.4K | — | — |
| Q3 2026 | $505K | 22.9K | — | — |
| Q3 2026 | $21.4M | 779.3K | — | — |
| Q3 2026 | $514K | 15.8K | — | — |
| Q3 2026 | $38K | 1.2K | — | — |
| Q3 2026 | $12K | 339 | — | — |
| Q3 2026 | $737K | 13.7K | — | — |
| Q3 2026 | $6K | 151 | — | — |
| Q3 2026 | $316K | 8.7K | — | — |
| Q3 2026 | $121K | 3.8K | — | — |
| Q3 2026 | $2.7M | 81.5K | — | — |
| Q3 2026 | $4.5M | 131.3K | — | — |
| Q3 2026 | $46K | 1.4K | — | — |
| Q3 2026 | $3.8M | 106.3K | — | — |
| Q3 2026 | $13M | 434.8K | — | — |
| Q3 2026 | $28.8M | 984.2K | — | — |
| Q2 2026 | $2K | 37 | — | — |
| Q2 2026 | $402K | 15.2K | — | — |
| Q2 2026 | $882K | 36.5K | — | — |
| Q2 2026 | $17.9M | 726.4K | — | — |
| Q2 2026 | $293K | 12.4K | — | — |
| Q2 2026 | $529K | 22.9K | — | — |
| Q2 2026 | $22.3M | 804.8K | — | — |
| Q2 2026 | $567K | 17.9K | — | — |
| Q2 2026 | $38K | 1.2K | — | — |
| Q2 2026 | $13K | 338 | — | — |
| Q2 2026 | $724K | 13.7K | — | — |
| Q2 2026 | $6K | 151 | — | — |
| Q2 2026 | $315K | 8.7K | — | — |
| Q2 2026 | $122K | 3.8K | — | — |
| Q2 2026 | $3.5M | 96.4K | — | — |
| Q2 2026 | $5.9M | 159.8K | — | — |
| Q2 2026 | $47K | 1.4K | — | — |
| Q2 2026 | $3.6M | 106.3K | — | — |
| Q2 2026 | $16.3M | 555.5K | — | — |
| Q2 2026 | $26.3M | 908.7K | — | — |
| Q2 2026 | $923 | 10 | — | — |
| Q1 2026 | $408K | 15.2K | — | — |
| Q1 2026 | $862K | 35.5K | — | — |
| Q1 2026 | $16.9M | 678.5K | — | — |
| Q1 2026 | $293K | 12.7K | — | — |
| Q1 2026 | $531K | 22.9K | — | — |
| Q1 2026 | $19.4M | 743.2K | — | — |
| Q1 2026 | $565K | 18.0K | — | — |
| Q1 2026 | $698K | 13.7K | — | — |
| Q1 2026 | $306K | 8.7K | — | — |
| Q1 2026 | $3.6M | 114.3K | — | — |
| Q1 2026 | $6.5M | 194.6K | — | — |
| Q1 2026 | $3.5M | 106.6K | — | — |
| Q1 2026 | $18.5M | 660.5K | — | — |
| Q1 2026 | $19.2M | 700.8K | — | — |
| Q4 2025 | $705K | 26.4K | — | — |
| Q4 2025 | $775K | 31.8K | — | — |
| Q4 2025 | $13.7M | 544.8K | — | — |
| Q4 2025 | $240K | 11.1K | — | — |
| Q4 2025 | $1.2M | 52.5K | — | — |
| Q4 2025 | $17.1M | 673.3K | — | — |
| Q4 2025 | $464K | 15.0K | — | — |
| Q4 2025 | $628K | 12.9K | — | — |
| Q4 2025 | $285K | 8.3K | — | — |
| Q4 2025 | $4.3M | 145.2K | — | — |
| Q4 2025 | $6.9M | 218.2K | — | — |
| Q4 2025 | $20M | 750.0K | — | — |
| Q4 2025 | $10.4M | 399.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B