Back to SCHW-PJ
Family Investment Center, Inc. → SCHW-PJ
Family Investment Center, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
35
Latest value
$998K
Q3 2026
Peak value
$7.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $284K |
| Q3 2025 | $4.5M |
| Q3 2025 | $870K |
| Q3 2025 | $6.9M |
| Q3 2025 | $425K |
| Q3 2025 | $497K |
| Q3 2025 | $892K |
| Q4 2025 | $290K |
| Q4 2025 | $4.5M |
| Q4 2025 | $844K |
| Q4 2025 | $6.4M |
| Q4 2025 | $446K |
| Q4 2025 | $502K |
| Q4 2025 | $898K |
| Q1 2026 | $276K |
| Q1 2026 | $4.5M |
| Q1 2026 | $845K |
| Q1 2026 | $7.1M |
| Q1 2026 | $459K |
| Q1 2026 | $564K |
| Q1 2026 | $898K |
| Q2 2026 | $318K |
| Q2 2026 | $5.3M |
| Q2 2026 | $1M |
| Q2 2026 | $7.1M |
| Q2 2026 | $515K |
| Q2 2026 | $563K |
| Q2 2026 | $924K |
| Q3 2026 | $324K |
| Q3 2026 | $4.2M |
| Q3 2026 | $930K |
| Q3 2026 | $7.3M |
| Q3 2026 | $511K |
| Q3 2026 | $598K |
| Q3 2026 | $998K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $998K | 41.8K | — | — |
| Q3 2026 | $598K | 25.3K | — | — |
| Q3 2026 | $511K | 18.6K | — | — |
| Q3 2026 | $7.3M | 224.6K | — | — |
| Q3 2026 | $930K | 28.5K | — | — |
| Q3 2026 | $4.2M | 124.4K | — | — |
| Q3 2026 | $324K | 10.8K | — | — |
| Q2 2026 | $924K | 38.3K | — | — |
| Q2 2026 | $563K | 22.8K | — | — |
| Q2 2026 | $515K | 18.6K | — | — |
| Q2 2026 | $7.1M | 224.2K | — | — |
| Q2 2026 | $1M | 28.8K | — | — |
| Q2 2026 | $5.3M | 144.3K | — | — |
| Q2 2026 | $318K | 10.8K | — | — |
| Q1 2026 | $898K | 37.0K | — | — |
| Q1 2026 | $564K | 22.6K | — | — |
| Q1 2026 | $459K | 18.5K | — | — |
| Q1 2026 | $7.1M | 230.3K | — | — |
| Q1 2026 | $845K | 29.1K | — | — |
| Q1 2026 | $4.5M | 145.8K | — | — |
| Q1 2026 | $276K | 10.8K | — | — |
| Q4 2025 | $898K | 36.9K | — | — |
| Q4 2025 | $502K | 20.0K | — | — |
| Q4 2025 | $446K | 18.5K | — | — |
| Q4 2025 | $6.4M | 232.1K | — | — |
| Q4 2025 | $844K | 29.6K | — | — |
| Q4 2025 | $4.5M | 149.0K | — | — |
| Q4 2025 | $290K | 10.8K | — | — |
| Q3 2025 | $892K | 36.5K | — | — |
| Q3 2025 | $497K | 19.8K | — | — |
| Q3 2025 | $425K | 18.3K | — | — |
| Q3 2025 | $6.9M | 252.4K | — | — |
| Q3 2025 | $870K | 31.2K | — | — |
| Q3 2025 | $4.5M | 151.5K | — | — |
| Q3 2025 | $284K | 10.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B