Back to SCHW-PJ
Garde Capital, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
55
Latest value
$401K
Q3 2026
Peak value
$39M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $451K |
| Q3 2025 | $2M |
| Q3 2025 | $29.5M |
| Q3 2025 | $17.8M |
| Q3 2025 | $6M |
| Q3 2025 | $9.7M |
| Q3 2025 | $17.5M |
| Q3 2025 | $701K |
| Q3 2025 | $258K |
| Q3 2025 | $31.6M |
| Q4 2025 | $462K |
| Q4 2025 | $2M |
| Q4 2025 | $29.9M |
| Q4 2025 | $17.9M |
| Q4 2025 | $5.8M |
| Q4 2025 | $9.3M |
| Q4 2025 | $17.4M |
| Q4 2025 | $664K |
| Q4 2025 | $215K |
| Q4 2025 | $364K |
| Q1 2026 | $1.9M |
| Q1 2026 | $446K |
| Q1 2026 | $1.1M |
| Q1 2026 | $26.3M |
| Q1 2026 | $18M |
| Q1 2026 | $5.6M |
| Q1 2026 | $9.1M |
| Q1 2026 | $232K |
| Q1 2026 | $17.2M |
| Q1 2026 | $226K |
| Q1 2026 | $377K |
| Q2 2026 | $1.8M |
| Q2 2026 | $515K |
| Q2 2026 | $1.2M |
| Q2 2026 | $33.7M |
| Q2 2026 | $20.3M |
| Q2 2026 | $6.9M |
| Q2 2026 | $9.9M |
| Q2 2026 | $259K |
| Q2 2026 | $18.8M |
| Q2 2026 | $661K |
| Q2 2026 | $39M |
| Q2 2026 | $388K |
| Q3 2026 | $1.8M |
| Q3 2026 | $524K |
| Q3 2026 | $1.2M |
| Q3 2026 | $35.5M |
| Q3 2026 | $19.2M |
| Q3 2026 | $6.3M |
| Q3 2026 | $8.8M |
| Q3 2026 | $216K |
| Q3 2026 | $262K |
| Q3 2026 | $18.5M |
| Q3 2026 | $514K |
| Q3 2026 | $401K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $401K | 8.1K | — | — |
| Q3 2026 | $514K | 23.2K | — | — |
| Q3 2026 | $18.5M | 674.2K | — | — |
| Q3 2026 | $262K | 8.3K | — | — |
| Q3 2026 | $216K | 5.2K | — | — |
| Q3 2026 | $8.8M | 241.9K | — | — |
| Q3 2026 | $6.3M | 192.3K | — | — |
| Q3 2026 | $19.2M | 577.0K | — | — |
| Q3 2026 | $35.5M | 989.1K | — | — |
| Q3 2026 | $1.2M | 40.9K | — | — |
| Q3 2026 | $524K | 17.9K | — | — |
| Q3 2026 | $1.8M | 18.3K | — | — |
| Q2 2026 | $388K | 8.1K | — | — |
| Q2 2026 | $39M | 1.47M | — | — |
| Q2 2026 | $661K | 28.6K | — | — |
| Q2 2026 | $18.8M | 678.0K | — | — |
| Q2 2026 | $259K | 8.3K | — | — |
| Q2 2026 | $9.9M | 271.8K | — | — |
| Q2 2026 | $6.9M | 191.3K | — | — |
| Q2 2026 | $20.3M | 582.6K | — | — |
| Q2 2026 | $33.7M | 994.6K | — | — |
| Q2 2026 | $1.2M | 40.9K | — | — |
| Q2 2026 | $515K | 17.8K | — | — |
| Q2 2026 | $1.8M | 19.1K | — | — |
| Q1 2026 | $377K | 8.1K | — | — |
| Q1 2026 | $226K | 10.5K | — | — |
| Q1 2026 | $17.2M | 693.3K | — | — |
| Q1 2026 | $232K | 8.3K | — | — |
| Q1 2026 | $9.1M | 276.5K | — | — |
| Q1 2026 | $5.6M | 193.3K | — | — |
| Q1 2026 | $18M | 590.7K | — | — |
| Q1 2026 | $26.3M | 901.3K | — | — |
| Q1 2026 | $1.1M | 41.0K | — | — |
| Q1 2026 | $446K | 17.8K | — | — |
| Q1 2026 | $1.9M | 19.9K | — | — |
| Q4 2025 | $364K | 8.0K | — | — |
| Q4 2025 | $215K | 10.3K | — | — |
| Q4 2025 | $664K | 28.4K | — | — |
| Q4 2025 | $17.4M | 725.5K | — | — |
| Q4 2025 | $9.3M | 284.1K | — | — |
| Q4 2025 | $5.8M | 203.5K | — | — |
| Q4 2025 | $17.9M | 603.1K | — | — |
| Q4 2025 | $29.9M | 917.9K | — | — |
| Q4 2025 | $2M | 73.7K | — | — |
| Q4 2025 | $462K | 17.6K | — | — |
| Q3 2025 | $31.6M | 1.17M | — | — |
| Q3 2025 | $258K | 12.0K | — | — |
| Q3 2025 | $701K | 29.9K | — | — |
| Q3 2025 | $17.5M | 753.5K | — | — |
| Q3 2025 | $9.7M | 290.4K | — | — |
| Q3 2025 | $6M | 213.6K | — | — |
| Q3 2025 | $17.8M | 610.5K | — | — |
| Q3 2025 | $29.5M | 924.7K | — | — |
| Q3 2025 | $2M | 75.1K | — | — |
| Q3 2025 | $451K | 17.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B