Back to SCHW-PJ
Five Oceans Advisors → SCHW-PJ
Five Oceans Advisors SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$5.7M
Q3 2026
Peak value
$12M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $257K |
| Q4 2025 | $10.8M |
| Q4 2025 | $5M |
| Q1 2026 | $241K |
| Q1 2026 | $10.3M |
| Q1 2026 | $5.2M |
| Q2 2026 | $236K |
| Q2 2026 | $11.8M |
| Q2 2026 | $5.8M |
| Q3 2026 | $238K |
| Q3 2026 | $12M |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 207.5K | — | — |
| Q3 2026 | $12M | 408.1K | — | — |
| Q3 2026 | $238K | 2.4K | — | — |
| Q2 2026 | $5.8M | 207.6K | — | — |
| Q2 2026 | $11.8M | 408.3K | — | — |
| Q2 2026 | $236K | 2.6K | — | — |
| Q1 2026 | $5.2M | 209.4K | — | — |
| Q1 2026 | $10.3M | 410.0K | — | — |
| Q1 2026 | $241K | 2.6K | — | — |
| Q4 2025 | $5M | 209.4K | — | — |
| Q4 2025 | $10.8M | 410.0K | — | — |
| Q4 2025 | $257K | 2.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B