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Galvin, Gaustad & Stein, LLC → SCHW-PJ

Galvin, Gaustad & Stein, LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
30
Latest value
$1.1M
Q3 2026
Peak value
$27.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$274K
Q3 2025$1.4M
Q3 2025$388K
Q3 2025$26.7M
Q3 2025$20.8M
Q3 2025$1.9M
Q4 2025$310K
Q4 2025$1.1M
Q4 2025$456K
Q4 2025$26.7M
Q4 2025$21.5M
Q4 2025$1.9M
Q1 2026$344K
Q1 2026$1.5M
Q1 2026$510K
Q1 2026$26.8M
Q1 2026$21.5M
Q1 2026$1.2M
Q2 2026$414K
Q2 2026$1.5M
Q2 2026$527K
Q2 2026$27.5M
Q2 2026$23.3M
Q2 2026$1.2M
Q3 2026$351K
Q3 2026$1.7M
Q3 2026$495K
Q3 2026$26.1M
Q3 2026$22.6M
Q3 2026$1.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.1M43.8K——
Q3 2026$22.6M949.2K——
Q3 2026$26.1M1.10M——
Q3 2026$495K18.0K——
Q3 2026$1.7M52.2K——
Q3 2026$351K10.7K——
Q2 2026$1.2M45.2K——
Q2 2026$23.3M965.3K——
Q2 2026$27.5M1.11M——
Q2 2026$527K19.0K——
Q2 2026$1.5M47.8K——
Q2 2026$414K11.5K——
Q1 2026$1.2M45.2K——
Q1 2026$21.5M886.9K——
Q1 2026$26.8M1.08M——
Q1 2026$510K20.6K——
Q1 2026$1.5M47.9K——
Q1 2026$344K11.8K——
Q4 2025$1.9M70.8K——
Q4 2025$21.5M882.6K——
Q4 2025$26.7M1.06M——
Q4 2025$456K19.0K——
Q4 2025$1.1M38.6K——
Q4 2025$310K10.9K——
Q3 2025$1.9M71.2K——
Q3 2025$20.8M852.4K——
Q3 2025$26.7M1.06M——
Q3 2025$388K16.7K——
Q3 2025$1.4M49.9K——
Q3 2025$274K9.8K——

Other funds holding SCHW-PJ

Other Galvin, Gaustad & Stein, LLC positions

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SELECT SECTOR SPDR TR

$99.8M
STT-PG

SELECT SECTOR SPDR TR

$84.9M
STT-PG

SELECT SECTOR SPDR TR

$70.8M
ETHA

ISHARES TR

$47.5M
ETHA

ISHARES TR

$47.4M
VGES

VANGUARD TAX-MANAGED FDS

$46M
VGES

VANGUARD TAX-MANAGED FDS

$45.9M
ETHA

ISHARES TR

$43.6M