Back to SCHW-PJ
Edgemoor Investment Advisors, Inc. → SCHW-PJ
Edgemoor Investment Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
13
Latest value
$235K
Q3 2026
Peak value
$19.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.2M |
| Q4 2025 | $18.6M |
| Q1 2026 | $17.8M |
| Q2 2026 | $17.9M |
| Q2 2026 | $218K |
| Q2 2026 | $251K |
| Q3 2026 | $19.2M |
| Q3 2026 | $222K |
| Q3 2026 | $79K |
| Q3 2026 | $7K |
| Q3 2026 | $113K |
| Q3 2026 | $6K |
| Q3 2026 | $235K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $235K | 9.8K | — | — |
| Q3 2026 | $6K | 260 | — | — |
| Q3 2026 | $113K | 4.1K | — | — |
| Q3 2026 | $7K | 225 | — | — |
| Q3 2026 | $79K | 2.4K | — | — |
| Q3 2026 | $222K | 7.4K | — | — |
| Q3 2026 | $19.2M | 196.3K | — | — |
| Q2 2026 | $251K | 10.4K | — | — |
| Q2 2026 | $218K | 7.4K | — | — |
| Q2 2026 | $17.9M | 193.8K | — | — |
| Q1 2026 | $17.8M | 189.5K | — | — |
| Q4 2025 | $18.6M | 186.4K | — | — |
| Q3 2025 | $17.2M | 180.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B