Back to SCHW-PJ
eCIO, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$530K
Q3 2026
Peak value
$35.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $26.7M |
| Q3 2025 | $17.3M |
| Q3 2025 | $502K |
| Q3 2025 | $854K |
| Q4 2025 | $97K |
| Q4 2025 | $29.8M |
| Q4 2025 | $19.3M |
| Q4 2025 | $508K |
| Q4 2025 | $12K |
| Q1 2026 | $31.2M |
| Q1 2026 | $25.9M |
| Q1 2026 | $526K |
| Q2 2026 | $33.8M |
| Q2 2026 | $30.3M |
| Q2 2026 | $526K |
| Q3 2026 | $35.1M |
| Q3 2026 | $31M |
| Q3 2026 | $530K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $530K | 22.4K | — | — |
| Q3 2026 | $31M | 1.12M | — | — |
| Q3 2026 | $35.1M | 1.07M | — | — |
| Q2 2026 | $526K | 21.3K | — | — |
| Q2 2026 | $30.3M | 1.09M | — | — |
| Q2 2026 | $33.8M | 1.06M | — | — |
| Q1 2026 | $526K | 21.1K | — | — |
| Q1 2026 | $25.9M | 1.05M | — | — |
| Q1 2026 | $31.2M | 1.02M | — | — |
| Q4 2025 | $12K | 270 | — | — |
| Q4 2025 | $508K | 20.2K | — | — |
| Q4 2025 | $19.3M | 804.3K | — | — |
| Q4 2025 | $29.8M | 1.09M | — | — |
| Q4 2025 | $97K | 966 | — | — |
| Q3 2025 | $854K | 18.8K | — | — |
| Q3 2025 | $502K | 20.0K | — | — |
| Q3 2025 | $17.3M | 743.8K | — | — |
| Q3 2025 | $26.7M | 979.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other eCIO, Inc. positions
ETHA
$45MISHARES TR
ETHA
$43.9MiShares Core U.S. Aggregate Bond ETF
ETHA
$41MiShares Core U.S. Aggregate Bond ETF
ETHA
$39.7MiShares Core U.S. Aggregate Bond ETF
ETHA
$34.3MiShares Core U.S. Aggregate Bond ETF
VGES
$20.4MVANGUARD BD INDEX FDS
VGES
$19.5MVanguard Short-Term Bond Index Fund ETF Shares
VGES
$18.6MVANGUARD INSTL INDEX FD