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Global Strategic Investment Solutions, LLC → SCHW-PJ
Global Strategic Investment Solutions, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
34
Latest value
$4.3M
Q3 2026
Peak value
$20.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $204K |
| Q3 2025 | $20.2M |
| Q3 2025 | $15.6M |
| Q3 2025 | $4M |
| Q3 2025 | $321K |
| Q3 2025 | $6M |
| Q3 2025 | $4M |
| Q4 2025 | $208K |
| Q4 2025 | $20.3M |
| Q4 2025 | $15.6M |
| Q4 2025 | $3.9M |
| Q4 2025 | $316K |
| Q4 2025 | $6M |
| Q4 2025 | $4.1M |
| Q1 2026 | $17.7M |
| Q1 2026 | $12.8M |
| Q1 2026 | $4M |
| Q1 2026 | $303K |
| Q1 2026 | $6.7M |
| Q1 2026 | $3.9M |
| Q2 2026 | $228K |
| Q2 2026 | $19.4M |
| Q2 2026 | $14.7M |
| Q2 2026 | $5M |
| Q2 2026 | $355K |
| Q2 2026 | $6.9M |
| Q2 2026 | $4.4M |
| Q3 2026 | $232K |
| Q3 2026 | $20.7M |
| Q3 2026 | $14.1M |
| Q3 2026 | $4.5M |
| Q3 2026 | $357K |
| Q3 2026 | $7.1M |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 157.9K | — | — |
| Q3 2026 | $7.1M | 219.5K | — | — |
| Q3 2026 | $357K | 9.8K | — | — |
| Q3 2026 | $4.5M | 137.9K | — | — |
| Q3 2026 | $14.1M | 423.6K | — | — |
| Q3 2026 | $20.7M | 576.0K | — | — |
| Q3 2026 | $232K | 7.7K | — | — |
| Q2 2026 | $4.4M | 157.9K | — | — |
| Q2 2026 | $6.9M | 218.8K | — | — |
| Q2 2026 | $355K | 9.8K | — | — |
| Q2 2026 | $5M | 137.9K | — | — |
| Q2 2026 | $14.7M | 423.0K | — | — |
| Q2 2026 | $19.4M | 574.4K | — | — |
| Q2 2026 | $228K | 7.7K | — | — |
| Q1 2026 | $3.9M | 157.6K | — | — |
| Q1 2026 | $6.7M | 218.8K | — | — |
| Q1 2026 | $303K | 9.2K | — | — |
| Q1 2026 | $4M | 137.8K | — | — |
| Q1 2026 | $12.8M | 420.8K | — | — |
| Q1 2026 | $17.7M | 608.7K | — | — |
| Q4 2025 | $4.1M | 170.9K | — | — |
| Q4 2025 | $6M | 218.8K | — | — |
| Q4 2025 | $316K | 9.6K | — | — |
| Q4 2025 | $3.9M | 138.3K | — | — |
| Q4 2025 | $15.6M | 528.0K | — | — |
| Q4 2025 | $20.3M | 622.6K | — | — |
| Q4 2025 | $208K | 7.7K | — | — |
| Q3 2025 | $4M | 171.3K | — | — |
| Q3 2025 | $6M | 218.8K | — | — |
| Q3 2025 | $321K | 9.6K | — | — |
| Q3 2025 | $4M | 141.6K | — | — |
| Q3 2025 | $15.6M | 535.1K | — | — |
| Q3 2025 | $20.2M | 634.5K | — | — |
| Q3 2025 | $204K | 7.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B