Back to SCHW-PJ
FINANCIAL CONSULATE, INC → SCHW-PJ
FINANCIAL CONSULATE, INC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
73
Latest value
$12K
Q3 2026
Peak value
$157M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q4 2025 | $2.9M |
| Q4 2025 | $140M |
| Q4 2025 | $1.9M |
| Q4 2025 | $691K |
| Q4 2025 | $275K |
| Q4 2025 | $17K |
| Q4 2025 | $7K |
| Q4 2025 | $28K |
| Q4 2025 | $15.9M |
| Q4 2025 | $10.6M |
| Q4 2025 | $5K |
| Q4 2025 | $16K |
| Q4 2025 | $21.8M |
| Q4 2025 | $43.8M |
| Q4 2025 | $453K |
| Q4 2025 | $22K |
| Q4 2025 | $28K |
| Q4 2025 | $11K |
| Q1 2026 | $1.1M |
| Q1 2026 | $2.7M |
| Q1 2026 | $133.1M |
| Q1 2026 | $1.5M |
| Q1 2026 | $712K |
| Q1 2026 | $825K |
| Q1 2026 | $15K |
| Q1 2026 | $29K |
| Q1 2026 | $17.4M |
| Q1 2026 | $11.8M |
| Q1 2026 | $6K |
| Q1 2026 | $17K |
| Q1 2026 | $12.7M |
| Q1 2026 | $45.9M |
| Q1 2026 | $435K |
| Q1 2026 | $16K |
| Q1 2026 | $2K |
| Q1 2026 | $11K |
| Q2 2026 | $1M |
| Q2 2026 | $3.3M |
| Q2 2026 | $155M |
| Q2 2026 | $1.8M |
| Q2 2026 | $850K |
| Q2 2026 | $1M |
| Q2 2026 | $20K |
| Q2 2026 | $32K |
| Q2 2026 | $18.8M |
| Q2 2026 | $13.1M |
| Q2 2026 | $6K |
| Q2 2026 | $19K |
| Q2 2026 | $13.5M |
| Q2 2026 | $53.3M |
| Q2 2026 | $433K |
| Q2 2026 | $18K |
| Q2 2026 | $6K |
| Q2 2026 | $12K |
| Q3 2026 | $1.1M |
| Q3 2026 | $3.2M |
| Q3 2026 | $157M |
| Q3 2026 | $1.6M |
| Q3 2026 | $780K |
| Q3 2026 | $919K |
| Q3 2026 | $19K |
| Q3 2026 | $34K |
| Q3 2026 | $20M |
| Q3 2026 | $13.1M |
| Q3 2026 | $6K |
| Q3 2026 | $19K |
| Q3 2026 | $13.9M |
| Q3 2026 | $53.1M |
| Q3 2026 | $414K |
| Q3 2026 | $16K |
| Q3 2026 | $3K |
| Q3 2026 | $12K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12K | 245 | — | — |
| Q3 2026 | $3K | 134 | — | — |
| Q3 2026 | $16K | 742 | — | — |
| Q3 2026 | $414K | 18.7K | — | — |
| Q3 2026 | $53.1M | 1.93M | — | — |
| Q3 2026 | $13.9M | 427.0K | — | — |
| Q3 2026 | $19K | 597 | — | — |
| Q3 2026 | $6K | 171 | — | — |
| Q3 2026 | $13.1M | 243.2K | — | — |
| Q3 2026 | $20M | 476.7K | — | — |
| Q3 2026 | $34K | 936 | — | — |
| Q3 2026 | $19K | 285 | — | — |
| Q3 2026 | $919K | 28.2K | — | — |
| Q3 2026 | $780K | 22.9K | — | — |
| Q3 2026 | $1.6M | 43.2K | — | — |
| Q3 2026 | $157M | 5.23M | — | — |
| Q3 2026 | $3.2M | 110.0K | — | — |
| Q3 2026 | $1.1M | 11.0K | — | — |
| Q2 2026 | $12K | 245 | — | — |
| Q2 2026 | $6K | 217 | — | — |
| Q2 2026 | $18K | 742 | — | — |
| Q2 2026 | $433K | 18.7K | — | — |
| Q2 2026 | $53.3M | 1.92M | — | — |
| Q2 2026 | $13.5M | 426.8K | — | — |
| Q2 2026 | $19K | 597 | — | — |
| Q2 2026 | $6K | 170 | — | — |
| Q2 2026 | $13.1M | 247.9K | — | — |
| Q2 2026 | $18.8M | 473.8K | — | — |
| Q2 2026 | $32K | 871 | — | — |
| Q2 2026 | $20K | 285 | — | — |
| Q2 2026 | $1M | 28.1K | — | — |
| Q2 2026 | $850K | 23.0K | — | — |
| Q2 2026 | $1.8M | 53.1K | — | — |
| Q2 2026 | $155M | 5.27M | — | — |
| Q2 2026 | $3.3M | 114.4K | — | — |
| Q2 2026 | $1M | 11.0K | — | — |
| Q1 2026 | $11K | 245 | — | — |
| Q1 2026 | $2K | 62 | — | — |
| Q1 2026 | $16K | 742 | — | — |
| Q1 2026 | $435K | 18.7K | — | — |
| Q1 2026 | $45.9M | 1.85M | — | — |
| Q1 2026 | $12.7M | 413.5K | — | — |
| Q1 2026 | $17K | 597 | — | — |
| Q1 2026 | $6K | 170 | — | — |
| Q1 2026 | $11.8M | 241.3K | — | — |
| Q1 2026 | $17.4M | 453.7K | — | — |
| Q1 2026 | $29K | 871 | — | — |
| Q1 2026 | $15K | 285 | — | — |
| Q1 2026 | $825K | 28.4K | — | — |
| Q1 2026 | $712K | 23.0K | — | — |
| Q1 2026 | $1.5M | 53.1K | — | — |
| Q1 2026 | $133.1M | 5.19M | — | — |
| Q1 2026 | $2.7M | 106.9K | — | — |
| Q1 2026 | $1.1M | 11.2K | — | — |
| Q4 2025 | $11K | 245 | — | — |
| Q4 2025 | $28K | 1.1K | — | — |
| Q4 2025 | $22K | 1.0K | — | — |
| Q4 2025 | $453K | 19.4K | — | — |
| Q4 2025 | $43.8M | 1.82M | — | — |
| Q4 2025 | $21.8M | 794.9K | — | — |
| Q4 2025 | $16K | 597 | — | — |
| Q4 2025 | $5K | 170 | — | — |
| Q4 2025 | $10.6M | 234.3K | — | — |
| Q4 2025 | $15.9M | 441.5K | — | — |
| Q4 2025 | $28K | 868 | — | — |
| Q4 2025 | $7K | 250 | — | — |
| Q4 2025 | $17K | 285 | — | — |
| Q4 2025 | $275K | 9.7K | — | — |
| Q4 2025 | $691K | 23.0K | — | — |
| Q4 2025 | $1.9M | 58.3K | — | — |
| Q4 2025 | $140M | 5.20M | — | — |
| Q4 2025 | $2.9M | 110.7K | — | — |
| Q4 2025 | $1.1M | 11.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B