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Elm Partners Management LLC → SCHW-PJ
Elm Partners Management LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
66
Latest value
$168M
Q2 2026
Peak value
$283.8M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $1.9M |
| Q1 2025 | $322K |
| Q1 2025 | $2.1M |
| Q1 2025 | $2.8M |
| Q1 2025 | $14.6M |
| Q1 2025 | $283.8M |
| Q1 2025 | $2.5M |
| Q2 2025 | $11.2M |
| Q2 2025 | $335K |
| Q2 2025 | $783K |
| Q2 2025 | $3.4M |
| Q2 2025 | $11.9M |
| Q2 2025 | $180.3M |
| Q2 2025 | $4M |
| Q3 2025 | $2.4M |
| Q3 2025 | $14.1M |
| Q3 2025 | $270K |
| Q3 2025 | $270K |
| Q3 2025 | $356K |
| Q3 2025 | $356K |
| Q3 2025 | $904K |
| Q3 2025 | $904K |
| Q3 2025 | $3.6M |
| Q3 2025 | $3.6M |
| Q3 2025 | $12.2M |
| Q3 2025 | $17.2M |
| Q3 2025 | $148.4M |
| Q3 2025 | $229.6M |
| Q4 2025 | $2.8M |
| Q4 2025 | $9.8M |
| Q4 2025 | $261K |
| Q4 2025 | $261K |
| Q4 2025 | $529K |
| Q4 2025 | $529K |
| Q4 2025 | $1M |
| Q4 2025 | $1M |
| Q4 2025 | $3.9M |
| Q4 2025 | $3.9M |
| Q4 2025 | $13.1M |
| Q4 2025 | $15.5M |
| Q4 2025 | $187.3M |
| Q4 2025 | $278.1M |
| Q1 2026 | $2.5M |
| Q1 2026 | $242K |
| Q1 2026 | $535K |
| Q1 2026 | $2M |
| Q1 2026 | $244K |
| Q1 2026 | $4.7M |
| Q1 2026 | $21.4M |
| Q1 2026 | $214.4M |
| Q2 2026 | $3M |
| Q2 2026 | $8.3M |
| Q2 2026 | $393K |
| Q2 2026 | $393K |
| Q2 2026 | $623K |
| Q2 2026 | $623K |
| Q2 2026 | $2.6M |
| Q2 2026 | $2.6M |
| Q2 2026 | $266K |
| Q2 2026 | $266K |
| Q2 2026 | $5.5M |
| Q2 2026 | $5.5M |
| Q2 2026 | $43M |
| Q2 2026 | $46.1M |
| Q2 2026 | $126.9M |
| Q2 2026 | $168M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $168M | 6.34M | — | — |
| Q2 2026 | $126.9M | 4.79M | — | — |
| Q2 2026 | $46.1M | 1.95M | — | — |
| Q2 2026 | $43M | 1.82M | — | — |
| Q2 2026 | $5.5M | 200.2K | — | — |
| Q2 2026 | $5.5M | 200.2K | — | — |
| Q2 2026 | $266K | 8.4K | — | — |
| Q2 2026 | $266K | 8.4K | — | — |
| Q2 2026 | $2.6M | 71.9K | — | — |
| Q2 2026 | $2.6M | 71.9K | — | — |
| Q2 2026 | $623K | 17.9K | — | — |
| Q2 2026 | $623K | 17.9K | — | — |
| Q2 2026 | $393K | 13.4K | — | — |
| Q2 2026 | $393K | 13.4K | — | — |
| Q2 2026 | $8.3M | 288.2K | — | — |
| Q2 2026 | $3M | 102.9K | — | — |
| Q1 2026 | $214.4M | 8.07M | — | — |
| Q1 2026 | $21.4M | 1.01M | — | — |
| Q1 2026 | $4.7M | 197.3K | — | — |
| Q1 2026 | $244K | 8.0K | — | — |
| Q1 2026 | $2M | 70.1K | — | — |
| Q1 2026 | $535K | 17.9K | — | — |
| Q1 2026 | $242K | 9.7K | — | — |
| Q1 2026 | $2.5M | 103.0K | — | — |
| Q4 2025 | $278.1M | 10.50M | — | — |
| Q4 2025 | $187.3M | 7.07M | — | — |
| Q4 2025 | $15.5M | 743.7K | — | — |
| Q4 2025 | $13.1M | 627.3K | — | — |
| Q4 2025 | $3.9M | 163.6K | — | — |
| Q4 2025 | $3.9M | 163.6K | — | — |
| Q4 2025 | $1M | 35.8K | — | — |
| Q4 2025 | $1M | 35.8K | — | — |
| Q4 2025 | $529K | 17.9K | — | — |
| Q4 2025 | $529K | 17.9K | — | — |
| Q4 2025 | $261K | 9.7K | — | — |
| Q4 2025 | $261K | 9.7K | — | — |
| Q4 2025 | $9.8M | 373.2K | — | — |
| Q4 2025 | $2.8M | 106.8K | — | — |
| Q3 2025 | $229.6M | 8.52M | — | — |
| Q3 2025 | $148.4M | 5.51M | — | — |
| Q3 2025 | $17.2M | 799.3K | — | — |
| Q3 2025 | $12.2M | 564.0K | — | — |
| Q3 2025 | $3.6M | 154.9K | — | — |
| Q3 2025 | $3.6M | 154.9K | — | — |
| Q3 2025 | $904K | 32.4K | — | — |
| Q3 2025 | $904K | 32.4K | — | — |
| Q3 2025 | $356K | 12.2K | — | — |
| Q3 2025 | $356K | 12.2K | — | — |
| Q3 2025 | $270K | 10.3K | — | — |
| Q3 2025 | $270K | 10.3K | — | — |
| Q3 2025 | $14.1M | 550.0K | — | — |
| Q3 2025 | $2.4M | 94.4K | — | — |
| Q2 2025 | $4M | 95.0K | — | — |
| Q2 2025 | $180.3M | 6.76M | — | — |
| Q2 2025 | $11.9M | 562.6K | — | — |
| Q2 2025 | $3.4M | 152.1K | — | — |
| Q2 2025 | $783K | 31.0K | — | — |
| Q2 2025 | $335K | 12.1K | — | — |
| Q2 2025 | $11.2M | 471.7K | — | — |
| Q1 2025 | $2.5M | 70.2K | — | — |
| Q1 2025 | $283.8M | 10.55M | — | — |
| Q1 2025 | $14.6M | 680.9K | — | — |
| Q1 2025 | $2.8M | 142.5K | — | — |
| Q1 2025 | $2.1M | 87.7K | — | — |
| Q1 2025 | $322K | 12.1K | — | — |
| Q1 2025 | $1.9M | 89.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B