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Go Invest LLC → SCHW-PJ

Go Invest LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
14
Latest value
$2.1M
Q3 2026
Peak value
$7.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2K
Q4 2025$2K
Q4 2025$971K
Q4 2025$7.2M
Q1 2026$5K
Q1 2026$3K
Q1 2026$1.2M
Q1 2026$4K
Q2 2026$21K
Q2 2026$13K
Q2 2026$1.8M
Q2 2026$4K
Q3 2026$4K
Q3 2026$2.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M66.7K——
Q3 2026$4K101——
Q2 2026$4K133——
Q2 2026$1.8M58.6K——
Q2 2026$13K181——
Q2 2026$21K608——
Q1 2026$4K127——
Q1 2026$1.2M41.6K——
Q1 2026$3K49——
Q1 2026$5K174——
Q4 2025$7.2M263.6K——
Q4 2025$971K35.7K——
Q4 2025$2K27——
Q4 2025$2K74——

Other funds holding SCHW-PJ

Other Go Invest LLC positions

VGES

VANGUARD INDEX FDS

$158.3M
VGES

VANGUARD INDEX FDS

$140.3M
VSH

VICTORY PORTFOLIOS II

$130.9M
VSH

VICTORY PORTFOLIOS II

$118.5M
VGES

VANGUARD INDEX FDS

$110.2M
VSH

VICTORY PORTFOLIOS II

$102.9M
VGES

VANGUARD INDEX FDS

$94.8M
VSH

VICTORY PORTFOLIOS II

$87.3M