Back to SCHW-PJ
Evensky & Katz LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
40
Latest value
$5.2M
Q3 2026
Peak value
$231.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $218.4M |
| Q3 2025 | $998K |
| Q3 2025 | $89K |
| Q3 2025 | $450K |
| Q3 2025 | $626K |
| Q3 2025 | $3M |
| Q3 2025 | $133K |
| Q3 2025 | $6.4M |
| Q4 2025 | $217.2M |
| Q4 2025 | $1M |
| Q4 2025 | $91K |
| Q4 2025 | $460K |
| Q4 2025 | $654K |
| Q4 2025 | $3.2M |
| Q4 2025 | $132K |
| Q4 2025 | $6.1M |
| Q1 2026 | $205M |
| Q1 2026 | $964K |
| Q1 2026 | $94K |
| Q1 2026 | $461K |
| Q1 2026 | $588K |
| Q1 2026 | $3.2M |
| Q1 2026 | $132K |
| Q1 2026 | $5.7M |
| Q2 2026 | $231.3M |
| Q2 2026 | $1.1M |
| Q2 2026 | $90K |
| Q2 2026 | $534K |
| Q2 2026 | $627K |
| Q2 2026 | $3.6M |
| Q2 2026 | $133K |
| Q2 2026 | $5.4M |
| Q3 2026 | $229M |
| Q3 2026 | $1.1M |
| Q3 2026 | $86K |
| Q3 2026 | $448K |
| Q3 2026 | $629K |
| Q3 2026 | $3.6M |
| Q3 2026 | $128K |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 219.4K | — | — |
| Q3 2026 | $128K | 5.8K | — | — |
| Q3 2026 | $3.6M | 130.1K | — | — |
| Q3 2026 | $629K | 17.3K | — | — |
| Q3 2026 | $448K | 13.7K | — | — |
| Q3 2026 | $86K | 2.6K | — | — |
| Q3 2026 | $1.1M | 37.7K | — | — |
| Q3 2026 | $229M | 7.81M | — | — |
| Q2 2026 | $5.4M | 222.9K | — | — |
| Q2 2026 | $133K | 5.7K | — | — |
| Q2 2026 | $3.6M | 130.3K | — | — |
| Q2 2026 | $627K | 17.3K | — | — |
| Q2 2026 | $534K | 14.8K | — | — |
| Q2 2026 | $90K | 2.6K | — | — |
| Q2 2026 | $1.1M | 37.6K | — | — |
| Q2 2026 | $231.3M | 7.99M | — | — |
| Q1 2026 | $5.7M | 232.9K | — | — |
| Q1 2026 | $132K | 5.7K | — | — |
| Q1 2026 | $3.2M | 127.9K | — | — |
| Q1 2026 | $588K | 17.9K | — | — |
| Q1 2026 | $461K | 15.9K | — | — |
| Q1 2026 | $94K | 3.1K | — | — |
| Q1 2026 | $964K | 37.6K | — | — |
| Q1 2026 | $205M | 8.17M | — | — |
| Q4 2025 | $6.1M | 251.8K | — | — |
| Q4 2025 | $132K | 5.6K | — | — |
| Q4 2025 | $3.2M | 134.7K | — | — |
| Q4 2025 | $654K | 20.0K | — | — |
| Q4 2025 | $460K | 16.2K | — | — |
| Q4 2025 | $91K | 3.1K | — | — |
| Q4 2025 | $1M | 37.6K | — | — |
| Q4 2025 | $217.2M | 8.28M | — | — |
| Q3 2025 | $6.4M | 262.3K | — | — |
| Q3 2025 | $133K | 5.7K | — | — |
| Q3 2025 | $3M | 128.7K | — | — |
| Q3 2025 | $626K | 18.8K | — | — |
| Q3 2025 | $450K | 16.1K | — | — |
| Q3 2025 | $89K | 3.1K | — | — |
| Q3 2025 | $998K | 37.9K | — | — |
| Q3 2025 | $218.4M | 8.49M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
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