Back to SCHW-PJ
Gleason Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
40
Latest value
$365K
Q3 2026
Peak value
$38.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.8M |
| Q4 2025 | $34.6M |
| Q4 2025 | $7.3M |
| Q4 2025 | $5.6M |
| Q4 2025 | $3.6M |
| Q4 2025 | $3.6M |
| Q4 2025 | $12.1M |
| Q4 2025 | $251K |
| Q1 2026 | $2.7M |
| Q1 2026 | $32.2M |
| Q1 2026 | $6.5M |
| Q1 2026 | $127K |
| Q1 2026 | $5.7M |
| Q1 2026 | $3.6M |
| Q1 2026 | $4.3M |
| Q1 2026 | $2K |
| Q1 2026 | $12.5M |
| Q1 2026 | $391K |
| Q2 2026 | $10K |
| Q2 2026 | $3.3M |
| Q2 2026 | $37.2M |
| Q2 2026 | $7.5M |
| Q2 2026 | $146K |
| Q2 2026 | $6.9M |
| Q2 2026 | $4.5M |
| Q2 2026 | $4.8M |
| Q2 2026 | $2K |
| Q2 2026 | $12.1M |
| Q2 2026 | $380K |
| Q3 2026 | $11K |
| Q3 2026 | $3.3M |
| Q3 2026 | $38.5M |
| Q3 2026 | $7.7M |
| Q3 2026 | $140K |
| Q3 2026 | $6.4M |
| Q3 2026 | $4.1M |
| Q3 2026 | $4.8M |
| Q3 2026 | $2K |
| Q3 2026 | $12.1M |
| Q3 2026 | $365K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $365K | 16.5K | — | — |
| Q3 2026 | $12.1M | 439.0K | — | — |
| Q3 2026 | $2K | 77 | — | — |
| Q3 2026 | $4.8M | 132.1K | — | — |
| Q3 2026 | $4.1M | 127.1K | — | — |
| Q3 2026 | $6.4M | 189.3K | — | — |
| Q3 2026 | $140K | 4.2K | — | — |
| Q3 2026 | $7.7M | 214.8K | — | — |
| Q3 2026 | $38.5M | 1.28M | — | — |
| Q3 2026 | $3.3M | 113.8K | — | — |
| Q3 2026 | $11K | 108 | — | — |
| Q2 2026 | $380K | 16.4K | — | — |
| Q2 2026 | $12.1M | 437.8K | — | — |
| Q2 2026 | $2K | 76 | — | — |
| Q2 2026 | $4.8M | 132.1K | — | — |
| Q2 2026 | $4.5M | 124.7K | — | — |
| Q2 2026 | $6.9M | 186.3K | — | — |
| Q2 2026 | $146K | 4.2K | — | — |
| Q2 2026 | $7.5M | 221.8K | — | — |
| Q2 2026 | $37.2M | 1.26M | — | — |
| Q2 2026 | $3.3M | 113.0K | — | — |
| Q2 2026 | $10K | 108 | — | — |
| Q1 2026 | $391K | 16.8K | — | — |
| Q1 2026 | $12.5M | 503.8K | — | — |
| Q1 2026 | $2K | 76 | — | — |
| Q1 2026 | $4.3M | 131.9K | — | — |
| Q1 2026 | $3.6M | 123.8K | — | — |
| Q1 2026 | $5.7M | 185.1K | — | — |
| Q1 2026 | $127K | 4.2K | — | — |
| Q1 2026 | $6.5M | 224.8K | — | — |
| Q1 2026 | $32.2M | 1.26M | — | — |
| Q1 2026 | $2.7M | 107.6K | — | — |
| Q4 2025 | $251K | 10.7K | — | — |
| Q4 2025 | $12.1M | 503.6K | — | — |
| Q4 2025 | $3.6M | 110.7K | — | — |
| Q4 2025 | $3.6M | 124.8K | — | — |
| Q4 2025 | $5.6M | 186.2K | — | — |
| Q4 2025 | $7.3M | 224.9K | — | — |
| Q4 2025 | $34.6M | 1.29M | — | — |
| Q4 2025 | $2.8M | 107.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Gleason Group, Inc. positions
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$162.8MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
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$159.8MVANGUARD TOTAL STOCK MARKET ETF
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$158.8MVANGUARD EXTENDED MARKET ETF
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$150.9MVANGUARD EXTENDED MARKET ETF