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Essential Investment Partners LLC → SCHW-PJ
Essential Investment Partners LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
13
Latest value
$14K
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q4 2025 | $615K |
| Q1 2026 | $1.5M |
| Q1 2026 | $639K |
| Q2 2026 | $2.1M |
| Q2 2026 | $787K |
| Q3 2026 | $287K |
| Q3 2026 | $24K |
| Q3 2026 | $2.5M |
| Q3 2026 | $13K |
| Q3 2026 | $1.1M |
| Q3 2026 | $100K |
| Q3 2026 | $14K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14K | 516 | — | — |
| Q3 2026 | $100K | 3.1K | — | — |
| Q3 2026 | $1.1M | 33.8K | — | — |
| Q3 2026 | $13K | 380 | — | — |
| Q3 2026 | $2.5M | 47.1K | — | — |
| Q3 2026 | $24K | 748 | — | — |
| Q3 2026 | $287K | 9.6K | — | — |
| Q2 2026 | $787K | 25.3K | — | — |
| Q2 2026 | $2.1M | 39.5K | — | — |
| Q1 2026 | $639K | 23.0K | — | — |
| Q1 2026 | $1.5M | 30.9K | — | — |
| Q4 2025 | $615K | 22.6K | — | — |
| Q4 2025 | $1.5M | 32.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B