Back to SCHW-PJ
East Coast Asset Management, LLC. → SCHW-PJ
East Coast Asset Management, LLC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
29
Latest value
$5.4M
Q2 2026
Peak value
$12.9M
First seen
Q2 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2020 | $9.1M |
| Q3 2020 | $8.8M |
| Q4 2020 | $12.9M |
| Q1 2021 | $4.2M |
| Q2 2021 | $4.7M |
| Q3 2021 | $4.7M |
| Q4 2021 | $5.5M |
| Q1 2022 | $5.5M |
| Q2 2022 | $4.1M |
| Q3 2022 | $4.6M |
| Q4 2022 | $5.3M |
| Q1 2023 | $3.4M |
| Q2 2023 | $3.7M |
| Q3 2023 | $3.5M |
| Q4 2023 | $4.4M |
| Q1 2024 | $4.6M |
| Q2 2024 | $4.7M |
| Q3 2024 | $4.1M |
| Q4 2024 | $4.5M |
| Q1 2025 | $4.6M |
| Q2 2025 | $5.4M |
| Q3 2025 | $4.3M |
| Q3 2025 | $5.6M |
| Q4 2025 | $4.5M |
| Q4 2025 | $5.9M |
| Q1 2026 | $4.1M |
| Q1 2026 | $5.5M |
| Q2 2026 | $4M |
| Q2 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $5.4M | 58.8K | — | — |
| Q2 2026 | $4M | 43.5K | — | — |
| Q1 2026 | $5.5M | 58.7K | — | — |
| Q1 2026 | $4.1M | 44.1K | — | — |
| Q4 2025 | $5.9M | 59.4K | — | — |
| Q4 2025 | $4.5M | 45.0K | — | — |
| Q3 2025 | $5.6M | 59.0K | — | — |
| Q3 2025 | $4.3M | 44.9K | — | — |
| Q2 2025 | $5.4M | 58.8K | — | — |
| Q1 2025 | $4.6M | 58.7K | — | — |
| Q4 2024 | $4.5M | 60.7K | — | — |
| Q3 2024 | $4.1M | 63.3K | — | — |
| Q2 2024 | $4.7M | 63.8K | — | — |
| Q1 2024 | $4.6M | 64.2K | — | — |
| Q4 2023 | $4.4M | 64.4K | — | — |
| Q3 2023 | $3.5M | 64.4K | — | — |
| Q2 2023 | $3.7M | 64.4K | — | — |
| Q1 2023 | $3.4M | 64.5K | — | — |
| Q4 2022 | $5.3M | 64.2K | — | — |
| Q3 2022 | $4.6M | 64.5K | — | — |
| Q2 2022 | $4.1M | 65.0K | — | — |
| Q1 2022 | $5.5M | 65.2K | — | — |
| Q4 2021 | $5.5M | 65.4K | — | — |
| Q3 2021 | $4.7M | 64.5K | — | — |
| Q2 2021 | $4.7M | 64.1K | — | — |
| Q1 2021 | $4.2M | 64.4K | — | — |
| Q4 2020 | $12.9M | 242.8K | — | — |
| Q3 2020 | $8.8M | 243.0K | — | — |
| Q2 2020 | $9.1M | 268.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B